Schauer Investment Management, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$3.2M
Accounts
37
Employees
4
Advisory reps
3

Firm details

Headquarters
Northridge, California
CRD number
283119
Registered since
July 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI96.44%
  • Individuals3.56%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schauer Investment Management, Inc. is organized as a corporation and operates as a hedge fund adviser focused on private clients. The firm reports serving individual and family clients and positions itself as a portfolio manager across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its compensation includes both a percentage-of-assets-under-management fee and performance-based fees. Schauer is not an active ESG investor and is registered with the SEC in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 50%, Exchange Traded Equities 44%, Other 4%, Cash & Cash Equivalents 2%50%
  • US Government Bonds50%
  • Exchange Traded Equities44%
  • Other4%
  • Cash & Cash Equivalents2%

Contacts

3 of 3

  • Craig Schauer

    PresidentCRD 2554382

  • Kyle Schauer

    Investment Advisor RepresentativeCRD 7320212

  • William Fowls

    William Fowls

    Investment Adviser RepresentativeCRD 7984481

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northridge, CA

Los Angeles

Location

Northridge, CA

Headquartered in Northridge, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
17024 Lassen St
Time zone
PT (UTC-8)
Office locations

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