Stawnychy Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kinnelon, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $131M in regulatory assets under management, 4 employees, and 306 accounts.
Assets Under Management
$131M
Employees
4
Offices
--
Total Clients
121
Primary office
KINNELON, NJ
135 KINNELON ROAD, SUITE 101, KINNELON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
91
2
HNWI
20.7%
25
3
Government
4.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 30, 2026
Discretionary99.1%
$130M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts306
10Y AUM Change+$17M (+15.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.