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
- HNWI96.44%
- Individuals3.56%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schauer Investment Management, Inc. is organized as a privately owned corporation operating in a hedge-fund style capacity while serving individual and family clients. The firm provides portfolio management across a mix of client types, including individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Its advisory model includes both AUM-based fees and performance-based fee arrangements. Schauer does not identify itself as an active ESG investor and is not described as a multi-state adviser. The firm also appears to take on sponsor and manager roles for pooled vehicles, reflecting an operational footprint that extends beyond discretionary portfolio management into fund sponsorship and general-partner/manager responsibilities. Industry affiliations listed include other investment advisers and accounting relationships that support those activities.
Assets & Accounts
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
- US Government Bonds50%
- Exchange Traded Equities44%
- Other4%
- Cash & Cash Equivalents2%
Contacts
3 of 3
William 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
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