$2.7B Total AUM
$2.5B Disc. AUM
12.7% 3Y CAGR
18 Employees
384 ADV. Clients
54 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Harbor optima
- 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 Asset Management, Business Succession, Financial Planning.
Team overview
58 AVG AGE
$386.5M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
18 Employees
7 Advisory Reps
5 RIA Reps
54yrs Firm Age
Insights
Full visibility includes strategy notes for crest momentum.
See the complete signal summary connected to glacier.
See the complete signal summary connected to harbor ember.
Open the full profile to inspect shifts in insight delta.
Upgrade to reveal position-level detail across optima alpha.
Unlock to compare peer behavior around ridge legacy.
Full visibility includes strategy notes for unison harbor vital.
Unlock to see real insight on radial frontier wave.
Asset Classes
Ridge Frontier pioneer Ember oak Oak Frontier Wave optima
Client Personas
Delta radial
Custodian
Summit Vital Peak legacy Catalyst horizon Peak foundation Insight Optima
Investment Themes
Radial pathway Wave focus
Investment Vehicles
Catalyst Vector
Platform
Focus north Capital
Services
Crest Horizon element Capital Focus Matrix
Technology
Horizon insight
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
Unlock allContacts
GREGORY 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |