SCHUMACHER FINANCIAL, LLC

Overview

Schumacher Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and small-business owners, offering financial planning and portfolio management on both an hourly and AUM-fee basis. Investment activity is concentrated in pooled public vehicles—mutual funds and other public funds—used as the core building blocks of client portfolios rather than a heavy reliance on separate account stock selection. The adviser operates with a largely discretionary mandate across most assets, indicating portfolio decisions are often delegated to the firm. Schumacher Financial does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Its business profile emphasizes individualized planning and day-to-day portfolio management for smaller client households rather than institutional asset allocation or third-party capital allocation.

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Location & Offices