SCHMIDT FINANCIAL MANAGEMENT

Overview

Schmidt Financial Management is an independent, individually owned registered investment adviser that bills itself as a capital allocator for individuals and families. The firm operates on a percentage-of-AUM fee model and provides financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and periodic publications. Registered with the SEC in 2023, the adviser emphasizes equity-led portfolios—exchange‑traded equities are the single largest sleeve—but also integrates fixed‑income instruments and third‑party alternative managers where appropriate. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices