S. R. SCHILL & ASSOCIATES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	671	$243.2M
Non-Discretionary	1	$233,976
Total	672	$243.4M

Clients

Type	Number	RAUM
Individuals	137	$37.6M
HNW Individuals	69	$205.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-30972
SEC ERA File Number	801-30972
SEC CIK Numbers	1616004
SEC CRD Numbers	105864
Legal Entity Identifier	None

Principal Office

2448 - 76TH AVE SE
SUITE 107
MERCER ISLAND
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic