Schwantes Financial, LLC

Overview

Schwantes Financial, LLC is a small, independent registered investment adviser organized as an LLC and focused on fee-based portfolio management for individuals and small businesses. The firm bills clients as a percentage of assets under management and reports an advisory emphasis on direct portfolio management rather than serving institutional pensions or acting as a capital allocator. Schwantes Financial notes it does not position itself as an active ESG investor and its business appears centered on privately managed client portfolios rather than multi-state or related-adviser strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives