SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Firm details
- Headquarters
- NEENAH, Wisconsin
- CRD number
- 107630
- Registered since
- April 16, 1992
- Website
- sbw-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.09%
- Individuals1.93%
- Pension & Profit Sharing Plans1.48%
- Charitable Organizations1.45%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schaper Benz & Wise Investment Counsel Inc. is an independent RIA that has been SEC-registered since 1992 and is owned by individuals. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its billing options include percentage-of-AUM, hourly charges, and fixed fees. The firm does not self-identify as an active ESG investor and is not a multi-state adviser or a capital allocator. Schaper Benz & Wise was included on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents12%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1MARK SPRTEL
Chief Compliance OfficerCRD 5683689
Contacts
3 of 10BRADLEY BENZ
Principal, ChairmanCRD 2466728
LAURA GUY
Vice PresidentCRD 4353551
ANTHONY SEASHORE
President & PrincipalCRD 6065828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$32.6M in ETFs
94%
$30.5M
6%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $5.2M | 96,989 | 16.07% |
Location
NEENAH, WI
WINNEBAGO
Location
NEENAH, WI
Headquartered in NEENAH, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- WINNEBAGO
- Address
- 40 Jewelers Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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