SCHORPP CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$69.9M
Discretionary
$69.9M
100% of AUM
Avg account
$245K
Accounts
285
Employees
3
Advisory reps
2

Firm details

Headquarters
EAST BRUNSWICK, New Jersey
CRD number
131893
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.72%
  • Individuals41.28%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Schorpp Capital Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals, families and small businesses, delivering financial planning and discretionary portfolio management on a percentage-of-AUM fee basis. It also operates as an insurance broker, which suggests integrated insurance advisory alongside investment services. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 80%, Exchange Traded Equities 8%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 2%80%
  • Other80%
  • Exchange Traded Equities8%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • DOUGLAS SCHORPP

    OwnerCRD 3112673

  • WAYNE SCHORPP

    Managing PartnerCRD 4757966

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EAST BRUNSWICK, NJ

MIDDLESEX

Location

EAST BRUNSWICK, NJ

Headquartered in EAST BRUNSWICK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MIDDLESEX
Address
1200 Tices Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth