SCHORPP CAPITAL MANAGEMENT

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