S. R. SCHILL & ASSOCIATES, INC.
CRD #105864 SEC #801-30972 MERCER ISLAND, WA 206-275-2700
SEC Registered
Total AUM
$126.9M
Discretionary
$126.6M
Employees
6
Clients
101
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $126.9M | $126.6M | $283.9K | 6 | 1 |
| Nov 2024 | $136.4M | $136.2M | $286.2K | 6 | 1 |
| Oct 2024 | $136.4M | $136.2M | $286.2K | 6 | 1 |
| Feb 2024 | $243.4M | $243.2M | $234K | 8 | 1 |
| Oct 2023 | $233.2M | $232.9M | $211.4K | 8 | 2 |
| Mar 2023 | $211.3M | $211.2M | $175.9K | 8 | 2 |
| Nov 2022 | $210.4M | $210.3M | $170.1K | 8 | 4 |
| Mar 2022 | $262.5M | $262.2M | $255.9K | 8 | 4 |
| Jun 2021 | $231.3M | $228.3M | $3M | 6 | 4 |
| Mar 2021 | $231.3M | $228.3M | $3M | 6 | 4 |
| Jun 2020 | $200.3M | $199.4M | $966.2K | 6 | 4 |
| Jun 2020 | $200.3M | $199.4M | $966.2K | 6 | 4 |
| Mar 2020 | $200.3M | $199.4M | $966.2K | 6 | 4 |
| Dec 2019 | $198.3M | $197.4M | $937.8K | 6 | 4 |
| Mar 2019 | $168M | $166.5M | $1.5M | 5 | 2 |
| Mar 2018 | $185.7M | $183.9M | $1.8M | 6 | 0 |
| Mar 2017 | $172.5M | $171.1M | $1.4M | 6 | 200 |
| Mar 2016 | $157.1M | $155.6M | $1.5M | 5 | 100 |
| Mar 2015 | $165.7M | $164M | $1.6M | 5 | 200 |
| May 2014 | $115.1M | $113.4M | $1.7M | 5 | 200 |
| Mar 2014 | $115.1M | $113.4M | $1.7M | 5 | 200 |
| Jun 2013 | $105.4M | $105.4M | $0 | 5 | 200 |
| Mar 2013 | $105.4M | $105.4M | $0 | 5 | 200 |
| May 2012 | $94.7M | $94.7M | $0 | 1 | 200 |
| May 2012 | $94.7M | $94.7M | $0 | 1 | 200 |
| Mar 2012 | $94.7M | $94.7M | $0 | 1 | 200 |
| Jun 2011 | $77.1M | $77.1M | $0 | 5 | -- |
| Mar 2011 | $77.1M | $77.1M | $0 | 5 | -- |
| Sep 2009 | $65.3M | $65.3M | $0 | 5 | -- |
| Mar 2008 | $77.8M | $77.8M | $0 | 5 | -- |
| Apr 2007 | $76.9M | $76.9M | $0 | 5 | -- |
| Sep 2005 | $61.5M | $61.5M | $0 | 5 | -- |
| Feb 2005 | $61.5M | $61.5M | $0 | 5 | -- |
| Feb 2005 | $61.5M | $61.5M | $0 | 5 | -- |
| Mar 2002 | $47.1M | $47.1M | $0 | 5 | -- |
| Jul 2001 | $47.1M | $47.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$126.9M
Discretionary$126.6M
Non-Disc.$283.9K
Employees6
Clients1
DateNov 2024
Total AUM$136.4M
Discretionary$136.2M
Non-Disc.$286.2K
Employees6
Clients1
DateOct 2024
Total AUM$136.4M
Discretionary$136.2M
Non-Disc.$286.2K
Employees6
Clients1
DateFeb 2024
Total AUM$243.4M
Discretionary$243.2M
Non-Disc.$234K
Employees8
Clients1
DateOct 2023
Total AUM$233.2M
Discretionary$232.9M
Non-Disc.$211.4K
Employees8
Clients2
DateMar 2023
Total AUM$211.3M
Discretionary$211.2M
Non-Disc.$175.9K
Employees8
Clients2
DateNov 2022
Total AUM$210.4M
Discretionary$210.3M
Non-Disc.$170.1K
Employees8
Clients4
DateMar 2022
Total AUM$262.5M
Discretionary$262.2M
Non-Disc.$255.9K
Employees8
Clients4
DateJun 2021
Total AUM$231.3M
Discretionary$228.3M
Non-Disc.$3M
Employees6
Clients4
DateMar 2021
Total AUM$231.3M
Discretionary$228.3M
Non-Disc.$3M
Employees6
Clients4
DateJun 2020
Total AUM$200.3M
Discretionary$199.4M
Non-Disc.$966.2K
Employees6
Clients4
DateJun 2020
Total AUM$200.3M
Discretionary$199.4M
Non-Disc.$966.2K
Employees6
Clients4
DateMar 2020
Total AUM$200.3M
Discretionary$199.4M
Non-Disc.$966.2K
Employees6
Clients4
DateDec 2019
Total AUM$198.3M
Discretionary$197.4M
Non-Disc.$937.8K
Employees6
Clients4
DateMar 2019
Total AUM$168M
Discretionary$166.5M
Non-Disc.$1.5M
Employees5
Clients2
DateMar 2018
Total AUM$185.7M
Discretionary$183.9M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2017
Total AUM$172.5M
Discretionary$171.1M
Non-Disc.$1.4M
Employees6
Clients200
DateMar 2016
Total AUM$157.1M
Discretionary$155.6M
Non-Disc.$1.5M
Employees5
Clients100
DateMar 2015
Total AUM$165.7M
Discretionary$164M
Non-Disc.$1.6M
Employees5
Clients200
DateMay 2014
Total AUM$115.1M
Discretionary$113.4M
Non-Disc.$1.7M
Employees5
Clients200
DateMar 2014
Total AUM$115.1M
Discretionary$113.4M
Non-Disc.$1.7M
Employees5
Clients200
DateJun 2013
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees5
Clients200
DateMay 2012
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees5
Clients--