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, SEC-registered registered investment adviser organized as a corporation and operating since 1992. The firm serves individuals, families and institutions with a mix of financial planning and discretionary portfolio management for personal, small‑business and institutional clients. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees, and the firm does not identify as an active ESG investor. The company is owner‑managed and does not function as a capital allocator. Public recognitions include placement on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021 and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Mark Sprtel
Chief Compliance OfficerCRD 5683689
Contacts
3 of 10
Bradley 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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