Stiles Financial Services Incorporated
- Regulatory AUM
- $549M
- Discretionary
- $548M
- Clients
- 261
- Avg AUM / client
- $2.1M
- Accounts
- 793
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $50.3M | 9.17% |
| High net worth individuals | 104 | $433M | 78.9% |
| Pension and profit sharing plans | 11 | $40.2M | 7.32% |
| Charitable organizations | 3 | $1.1M | 0.19% |
| Corporations and other businesses | 1 | $24.2M | 4.41% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bader Retirement Savings Plan Bader Management Inc. | 2024 | |
| Wunderlich Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan Wunderlich Malec Engineering, Inc. | 2024 | |
| Chandler Industries, Inc. 401(k) Savings Plan Chandler Industries, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Susan Marta Stiles | President, Cco | CFP Chartered Financial Consultant | Aug 2000 (26y) | 75% or more |
| Robbins, Jeffery, Charles | Vice President | Aug 2002 (24y) | Less than 5% | |
| Mark Robert Gierach | Portfolio Manager | Jul 2022 (4y) | Less than 5% | |
| John R Stone | Vice President | Apr 2024 (2y) | Less than 5% | |
| Paul E Tichy | Registered representative | Nov 2016 (10y) | ||
| Kristine Elizabeth Meyer | Registered representative | Jan 2021 (6y) | ||
| Bradford Trusler Aylin | Registered representative | CFP | Sep 2025 (1y) | |
| Edgar Christian Villegas | Registered representative | Nov 2025 (1y) | ||
| Rachel Katherine Engel | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bader Retirement Savings Plan | Bader Management Inc. | 400 | $18.1M | 01/01/2024 |
| Wunderlich Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan | Wunderlich Malec Engineering, Inc. | 620 | $127M | 01/01/2024 |
| Chandler Industries, Inc. 401(k) Savings Plan | Chandler Industries, Llc | 264 | $15.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 901 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $485M (88% of AUM) Mar 2026
- Great West Capital Management, Llc $1.1M (69% of AUM) Jan 2021
- American United Life Insurance Company $1.1M (48% of AUM) Feb 2019
- Oneamerica Securities, Inc. $990K (87% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗