Schabell Financial, LLC

Schabell Financial is a newly formed, independent single-advisor firm that intends to provide discretionary portfolio management for individuals, high‑net‑worth clients, trusts and as a sub‑adviser to other registered investment advisers; it does not offer stand‑alone financial planning (planning topics may be addressed incidentally as part of portfolio management). The firm currently has no assets under management and will not commence advisory services until its registration with the Illinois securities regulator is approved.

The firm describes a long‑term, goals‑based investment approach that emphasizes strategic asset allocation implemented primarily through exchange‑traded funds and mutual funds, supported by portfolio‑construction tools, risk models, and third‑party analytics; it monitors accounts regularly, rebalances within drift bands, and may incorporate tax‑aware techniques (asset location, tax‑loss harvesting) when appropriate. Portfolios may include individual equities or fixed income on request, modest tactical tilts, and, for qualified clients, access to less‑liquid or private credit strategies; the firm discloses it generally does not engage in day trading or rely on technical analysis.

What is distinctive about the firm is its status as a brand new adviser with zero clients/AUM and a brochure amended in March 2026 to address deficiencies noted by the Illinois Secretary of State, including expanded disclosures about outside business activities and conflicts of interest. The sole owner also maintains full‑time employment as a senior software engineer and operates several outside businesses — including a tax preparation firm, a consulting firm, a podcast production company, and rental real estate — matters the firm discloses and says it manages through written policies; the firm also states it imposes no stated account minimums.