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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-1971
- Office Locations
- 2
Office Locations
About A. R. Schmeidler & Co., Inc.
A. R. Schmeidler & Co., Inc. is a NEW York-based RIA with 2 offices. The firm has been operating for 55 years. Managing $2.7B in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS and Pershing.
Reported data analysis
What the numbers show
Between April 29, 2025 and April 27, 2026, reported AUM increased 52.1%, from $1.8B to $2.7B.
Across 5 reported observations, AUM increased 50.6% between November 2, 2022 and April 27, 2026, from $1.8B to $2.7B.
Of the latest reported AUM, 91.2% is discretionary and 8.8% is non-discretionary.
The firm reports 7 advisory representatives and 384 clients, or 54.9 clients per representative. That equates to $7.0M in reported AUM per client.
The profile lists 2 reported office locations and 55 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full A. R. Schmeidler & Co., Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ROBERT BURKE
DIRECTOR, Managing Partner, Partner
- CRD
- #1054623
- Ownership
- Less than 5%
SEAN DAVID LAWLESS
Investment Advisor, PARTNER
- CRD
- #5974211
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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GREGORY MICHAEL KOPS
Portfolio Manager
- CRD
- #4946188
Showing 1 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,467,820,209 | $2,720,860 |
| Non-Discretionary | $237,905,854 | $7,930,195 |
| Total | $2,705,726,063 | $2,887,648 |
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Separately Managed Accounts
SMA allocation detail is available
A. R. Schmeidler & Co., Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
A. R. Schmeidler & Co., Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.