Kimberly Schneider
Oars Capital · Dillsburg, Pennsylvania
Kimberly Schneider is a fee-only financial advisor at Oars Capital in Dillsburg, Pennsylvania, who holds the CFP credential. Oars Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oars Capital |
|---|---|
| Based in | Dillsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $397.7M across 711 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5224158 |
| Exams passed | Series 63 (2008) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oarscapital.com |
How Kimberly's firm compares
- Oars Capital's average account is about $559,000, from its Form ADV (assets managed divided by 711 accounts).
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Questions about Kimberly
Is Kimberly Schneider a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Oars Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Oars Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Schneider based?
Kimberly Schneider is based in Dillsburg, Pennsylvania.
What credentials does Kimberly Schneider hold?
Kimberly Schneider holds the CFP credential.
Is Kimberly Schneider registered with the SEC?
Yes. Kimberly Schneider is registered as an investment adviser representative in PA (CRD 5224158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oars Capital manage?
Oars Capital reports $397.7M across 711 accounts in assets under management.
How do I contact Kimberly Schneider?
Through Kimberly's website, www.oarscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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