SCHMITZ CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 1988

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$458K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: MILL VALLEY, California
CRD number: 105702
Registered since: December 23, 1988
Website: www.schmitzcapital.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI78.87%
Individuals21.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Schmitz Capital Partners, LLC is an independent, individually owned registered investment adviser that has been operating since 1988. The firm focuses on serving individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory scope also includes pension consulting and the publication of periodicals or newsletters. In addition to advisory work, Schmitz Capital operates as a registered representative of a broker-dealer and as an insurance broker, and its fee schedule combines percentage-of-AUM billing with hourly fees, fixed fees and the ability to receive commissions. The firm does not position itself as an ESG investor and is not characterized as a capital allocator; it works within a traditional RIA model that emphasizes discretionary portfolio management alongside advisory and insurance services.