Schenley Capital, Inc (Sewickley)

Schenley Capital, Inc is an adviser based in Sewickley. It manages $30.42 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Schenley Capital provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schenley Capital: assets under management

The assets under management (AUM) of Schenley Capital, Inc is $30.42 million. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.92 million in discretionary accounts and $10.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schenley Capital, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Schenley Capital, Inc

Elizabeth H Genter has been acting as President since 1 May 1995. Anna S Genter joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elizabeth H Genter	President	1 May 1995	50% - 75%	4902761
Elizabeth Hammer Genter	President, chief compliance officer	1 May 1995	50% - 75%	4902761
Ellen W Genter	Shareholder	1 Dec 1995	Other	4902804
Ellen Whitman Genter	Shareholder	1 Dec 1995	Other	4902804
Isabelle C Genter	Shareholder	1 Dec 1997	Other	4902809
Isabelle Cameron Genter	Shareholder	1 Dec 1997	Other	4902809
Anna S Genter	Shareholder	1 May 2000	Other	4902768
Anna Seymour Genter	Shareholder	1 May 2000	Other	4902768

Based in Sewickley

The principal office where Schenley Capital, Inc performs its advisory services is located at 406 Beaver Street, Suite #1, Sewickley, PA 15143 1004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.