SCHENLEY CAPITAL, INC

RIASEC Registered

Total AUM

$73.3M

Discretionary

$73.3M

100% of AUM

Avg account

$201K

Accounts

364

Employees

Advisory reps

Firm details

Headquarters: SEWICKLEY, Pennsylvania
CRD number: 133415
Website: schenleycapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.14%
Individuals24.55%
Charitable Organizations2.14%
Pension & Profit Sharing Plans0.67%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schenley Capital, Inc. is an independent, privately owned registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm provides advisory services across financial planning and portfolio management for individuals, small businesses and institutions, and it also offers pension consulting and the selection of outside advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Schenley does not identify as an active ESG investor and appears to run a concentrated, equity-preferred investment approach rather than a multi-state or multi-affiliate advisory platform.