Schiavi & Company Llc
- Regulatory AUM
- $798M
- Discretionary
- $606M
- Clients
- 263
- Avg AUM / client
- $3.0M
- Accounts
- 1,330
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Investments (13F portfolio — 50 positions, $336,795,580)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Pimco Equity Ser | RAFI DYN MULTI | $123,453,023 | 3,100,277 | 36.7% | 15.5% |
| 2 | Pimco Equity Ser | RAFI DYN ML US | $76,096,941 | 1,302,965 | 22.6% | 9.54% |
| 3 | J P Morgan Exchange Traded F | JPMORGAM LTD DUR | $46,742,426 | 895,620 | 13.9% | 5.86% |
| 4 | Vanguard Bd Index Fds | INTERMED TERM | $26,838,077 | 347,734 | 7.97% | 3.36% |
| 5 | Pimco Equity Ser | RAFI DYN EMERG | $23,355,859 | 933,499 | 6.93% | 2.93% |
| 6 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $6,854,734 | 137,397 | 2.04% | 0.86% |
| 7 | Ishares Tr | CORE MSCI EAFE | $4,298,274 | 47,479 | 1.28% | 0.54% |
| 8 | J P Morgan Exchange Traded F | DIV RTN EM EQT | $2,684,361 | 43,208 | 0.8% | 0.34% |
| 9 | Ea Series Trust | ALPHA ARCH 1-3 | $2,253,055 | 19,374 | 0.67% | 0.28% |
| 10 | Rbb Fund Trust | FIRST EAGLE OVER | $2,060,403 | 40,832 | 0.61% | 0.26% |
| 11 | J P Morgan Exchange Traded F | JPMORGAN DIVER | $1,827,264 | 26,410 | 0.54% | 0.23% |
| 12 | Vanguard Index Fds | S&P 500 ETF SHS | $1,813,513 | 3,035 | 0.54% | 0.23% |
| 13 | Ishares Tr | CORE US AGGBD ET | $1,570,353 | 15,819 | 0.47% | 0.2% |
| 14 | Extra Space Storage Inc | COM | $1,040,910 | 7,938 | 0.31% | 0.13% |
| 15 | Ea Series Trust | ALPHA ARCHITECT | $1,014,244 | 19,362 | 0.3% | 0.13% |
| 16 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $909,471 | 15,536 | 0.27% | 0.11% |
| 17 | Exxon Mobil Corp | COM | $844,907 | 4,980 | 0.25% | 0.11% |
| 18 | Johnson & Johnson | COM | $793,208 | 3,245 | 0.24% | 0.1% |
| 19 | Apple Inc | COM | $686,756 | 2,706 | 0.2% | 0.09% |
| 20 | Abbvie Inc | COM | $676,537 | 3,111 | 0.2% | 0.08% |
| 21 | Berkshire Hathaway Inc Del | CL B NEW | $648,358 | 1,353 | 0.19% | 0.08% |
| 22 | Amazon Com Inc | COM | $625,809 | 3,005 | 0.19% | 0.08% |
| 23 | Vanguard Whitehall Fds | HIGH DIV YLD | $546,700 | 3,691 | 0.16% | 0.07% |
| 24 | Jpmorgan Chase & Co. | COM | $542,725 | 1,845 | 0.16% | 0.07% |
| 25 | J P Morgan Exchange Traded F | DIV RTN INT EQ | $504,094 | 7,076 | 0.15% | 0.06% |
Top 25 of 50 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $39.3M | 4.92% |
| High net worth individuals | 195 | $714M | 89.5% |
| Charitable organizations | Fewer than 5 clients | $5.7M | 0.72% |
| Corporations and other businesses | Fewer than 5 clients | $974K | 0.12% |
| Other | 13 | $37.5M | 4.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ravi Pravin Dattani | President/Managing Member | CFP | Feb 2006 (21y) | ≈ 37.5% – 75% via Ria Holdings Corp. |
| John Carmen Melasecca | Owner | CFP | Feb 2020 (7y) | ≈ 7.5% – 25% via Jcm3 Corp. |
| Ryan Gregory Cross | Chief Compliance Officer/Member | CFP | Feb 2020 (7y) | ≈ 7.5% – 25% via Ll Cross Corp. |
| Karen R. Malchione | Registered representative | Nov 2020 (6y) | ||
| Gerald Raul Snyder | Registered representative | Jan 2021 (6y) | ||
| Ethan William Whittaker | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ria Holdings Corp. | Ownership Entity | Feb 2020 | A | 50% – 75% |
| Ll Cross Corp. | Ownership Entity | Feb 2020 | A | 10% – 25% |
| Jcm3 Corp. | Ownership Entity | Feb 2020 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ravi Pravin Dattani: 75% – 100% of Ria Holdings Corp. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- John Carmen Melasecca: 75% – 100% of Jcm3 Corp. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Ryan Gregory Cross: 75% – 100% of Ll Cross Corp. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $752M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗