SCHAUER INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- NORTHRIDGE, California
- CRD number
- 283119
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles43.77%
- HNWI30.95%
- Corporations / Businesses17.26%
- Individuals4%
- Pension & Profit Sharing Plans3.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schauer Investment Management, Inc. is a boutique investment adviser structured to manage both separate accounts and pooled vehicles, with a clear tilt toward fixed-income strategies. The firm is classified as a hedge fund manager and serves individual and family clients alongside institutional relationships. Its compensation model mixes a percentage-of-assets fee with performance-based fees, which aligns incentives for active management across both discretionary separate accounts and its private fund. Investment activity shows a material commitment to U.S. government debt as a core allocation, indicating an emphasis on interest-rate exposure, credit-quality preservation, and liquidity. The firm also sponsors and manages pooled investment vehicles, acting as sponsor, general partner, and managing member where applicable, and uses those vehicles to implement strategies that may not be practical inside stand-alone taxable accounts.
Assets & Accounts
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
- US Government Bonds50%
- Exchange Traded Equities44%
- Other4%
- Cash & Cash Equivalents2%
Contacts
3 of 3William Fowls
Investment Adviser RepresentativeCRD 7984481
Kyle Schauer
Investment Advisor RepresentativeCRD 7320212
CRAIG SCHAUER
PresidentCRD 2554382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
LIFE STRATEGIES, INC.
RIALA JOLLA, CA
MATRIX PLANNING INC
RIASANTA MONICA, CA
TWIN RIVERS WEALTH MANAGEMENT
RIASACRAMENTO, CA
TWEET MANAGEMENT SERVICES, INC.
RIALA MESA, CA
CAMBRIAN ASSET MANAGEMENT, INC.
RIAMILL VALLEY, CA
FULLERTON ADVISORS, LLC
RIADANVILLE, CA