THE SCHAMBER GROUP, INC.

RIASEC Registered

Total AUM

$52.4M

Discretionary

0% of AUM

Avg account

$717K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAFAYETTE, Indiana
CRD number: 166747
Website: www.schambergroup.com
Custodians: MATRIX SECURITIES, INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other68.22%
Individuals17.7%
HNWI13.81%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Schamber Group, Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and conducts educational seminars and workshops. It also operates as an insurance broker, which appears to influence product use and client servicing. The firm's fee model combines percentage-of-AUM billing with fixed fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. Filings indicate the firm operates on a non-multi-state basis and is not a related adviser to another registered entity.