$2.7B Total AUM
$2.5B Disc. AUM
12.7% 3Y CAGR
18 Employees
384 ADV. Clients
54 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-12-1971
- Office Locations
- 2
Office Locations
500 Fifth Avenue NEW York NY
529 Fifth Avenue Suite 500 NEW York NY
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 54 years. Managing $2.7B in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS and Pershing. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
58 AVG AGE
$386.5M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
5.4 yrs AVG TENURE
18 Employees
7 Advisory Reps
5 RIA Reps
54yrs Firm Age
Insights
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Asset Classes
Ridge Frontier pioneer Ember oak Oak
Investment Themes
Radial pathway Wave focus
Investment Vehicles
Catalyst Vector
Services
Crest Horizon element Capital Focus
Owner & Executives
STEPHEN ROBERT BURKE
DIRECTOR, Managing Partner, Partner
- CRD
- #1054623
- Ownership
- Less than 5%
(874) 386-5384
signal.glacier@vertexcapital.com
in linkedin.com/in/ember-quantum
SEAN DAVID LAWLESS
Investment Advisor, PARTNER
- CRD
- #5974211
- Ownership
- Less than 5%
(533) 419-7795
meridian.timber@meridiancapital.com
in linkedin.com/in/momentum-fusion
E
Eagle matrix
Beacon vertex
- CRD
- #41249
- Ownership
- 15.6%
(653) 543-3999
momentum.atlas@momentumcapital.com
in linkedin.com/in/radial-catalyst
Showing 2 of 9 owners & executives
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G
GREG MICHAEL KOPS
Portfolio Manager
- CRD
- #4946188
(440) 593-2028
ember.pathway@fusioncapital.com
in linkedin.com/in/frontier-signal
Showing 1 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $2,391,904,726
Equity - Exchange:
21.7% Public Funds:
12.0% Cash:
30.6% U.S. Government/Agency:
10.2% Private Funds:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,916,095,703 | 21.7% |
| Public Funds | $1,059,592,094 | 12.0% |
| Cash | $2,701,959,839 | 30.6% |
| U.S. Government/Agency | $900,653,280 | 10.2% |
| Private Funds | $2,251,633,198 | 25.5% |
| Total | $8,829,934,114 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS EAGLE RIDGE | GLACIER HORIZON | ZHKMHEIGU | QSLI | 7.48% | $34,391,501 |
| QUANTUM MERIDIAN | WAVE EAGLE | A74Q83NM7 | HBLA | 3.81% | $51,617,112 |
| INSIGHT OPTIMA BEACON | FRONTIER INSIGHT | 822XF5KPL | XEV | 7.38% | $48,369,070 |
| VECTOR MERIDIAN | VERTEX VALUE | KOXEMWOMU | BDKR | 3.50% | $78,285,109 |
| HORIZON RADIAL | OPTIMA EAGLE | BBXA914MS | POHE | 3.62% | $81,362,166 |
| CREST NORTH OAK | INSIGHT OAK | QCCAH59Z1 | MZL | 9.44% | $44,309,524 |
| BEACON ATLAS MERIDIAN | SUMMIT LEGACY | ITEEIXIBG | GYKK | 10.89% | $49,965,517 |
| SUMMIT CAPITAL INSIGHT | NORTH HARBOR | 6FQ8C3OAX | EDCN | 9.92% | $83,275,649 |