Schnieders Capital Management, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

95% of AUM

Avg account

$919K

Accounts

1,155

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 120952
Registered since: May 31, 2002
Website: www.schniederscapital.com
Custodians: PERSHING LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI81.66%
Individuals9.48%
Other6.61%
Pension & Profit Sharing Plans1.6%
Corporations / Businesses0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schnieders Capital Management, LLC is an independent, fee-based registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutional clients. The firm is structured as an LLC and is registered with the SEC (initial registration in 2002). Its business model centers on percentage-of-AUM fees and a traditional advisory offering that covers financial planning and portfolio management for individuals, small businesses and larger institutional or business clients. Schnieders does not identify as a capital allocator and is not characterized as an ESG-focused adviser. The firm was listed among the Financial Times’ Top 300 RIA Firms in 2020.