SCHNIEDERS CAPITAL MANAGEMENT, LLC.

RIASEC RegisteredEst. 2002

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 registered investment adviser formed in 2002 that serves both affluent individuals and families as well as institutional clients. The firm is owned by an individual and charges advisory fees as a percentage of assets under management. Its core advisory services include financial planning and portfolio management for individuals, small businesses and institutional entities. Equities are the primary focus of the investment program: the firm shows a clear preference for exchange-traded equities implemented through both individual stocks and ETFs. That public-equity emphasis is supplemented by allocations to third‑party alternative managers—specifically hedge funds and real estate strategies—used to diversify return streams and add non‑correlated exposures. Schnieders Capital was recognized on the Financial Times’ Top 300 RIA Firms list in 2020. Schnieders Capital is not registered as a multi‑state adviser, does not present itself as a capital allocator, and is not classified as an active ESG investor.