# S. R. SCHILL & ASSOCIATES, INC.

S. R. SCHILL & ASSOCIATES, INC. of MERCER ISLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 105864
- Type: SEC-registered investment adviser
- SEC file number: 801-30972
- Location: 2448 - 76TH AVE SE, SUITE 107, MERCER ISLAND, WA, 98040
- Phone: 206-275-2700
- Latest filing: 2026-03-10
- Regulatory AUM: $143.1M
- Discretionary AUM: $142.7M
- Non-discretionary AUM: $333K
- Clients: 6
- Accounts: 607

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Eva Vivian Baker | TREASURER | — |
| Stanley Roi Schill | CHAIRMAN | — |
| Leonard Alan Skiena | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Stacy Nicole Schill | VICE PRESIDENT, CLIENT RELATIONS & MARKETING | — |
| BAKER EVA VIVIAN | SECRETARY/TREASURER; TREASURER | — |
| KESSLER STEPHEN LEONARD | CHIEF COMPLIANCE OFFICER, DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH; VP - DIR OF RESEARCH | — |
| SCHILL STANLEY ROI | CHAIRMAN; PRESIDENT | — |
| SKIENA LEONARD ALAN | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+2 more) | — |
| AVERY ANNE | RETIRED | — |
| SCHILL SCOTT | SECRETARY | — |
| TOOMEY ROBERT EDWIN | DIRECTOR OF RESEARCH; VICE PRESIDENT / DIRECTOR OF RESEARCH / SECRETARY | — |
| SCHILL STACY NICOLE | VICE PRESIDENT, CLIENT RELATIONS & MARKETING | — |
| SCHILL STACY NANCY | VICE PRESIDENT, CLIENT RELATIONS & MARKETING | — |
| Bui Nhat Thi Minh | PARA FINANCIAL PLANNER / MEMBER AT LARGE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105864/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105864/similar
- Related entities: https://search.stillhousedata.com/firm/105864/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105864

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.