SCHUMPERT INVESTMENTS, LLC

Overview

Schumpert Investments, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity is equity-oriented: the adviser allocates the bulk of client capital to exchange‑traded equities and ETFs while supplementing portfolios with mutual funds, annuities and selective alternative exposures in hedge funds and real estate. Schumpert Investments does not position itself as a multi‑state adviser or pension consultant and does not emphasize ESG investing.

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Location & Offices