STAWNYCHY FINANCIAL SERVICES, INC.

Overview

Stawnychy Financial Services, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individuals, families and some institutional clients, offering financial planning and portfolio management tailored to individuals and small businesses. Compensation mixes a percentage-of-AUM model with hourly and fixed-fee engagements, and the firm also operates as an insurance broker—an arrangement that shapes its product selection, particularly the use of annuities and other insurance-linked solutions. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, with clear allocation interest in third‑party alternative managers for hedge funds, real estate and liquid alternatives. Manager selection appears to favor external specialists rather than extensive in‑house active security selection. Stawnychy Financial Services, Inc. does not position itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices