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- Custodian
- Altruist · Nationwide · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-2014
- Office Locations
- 1
Office Locations
About Chaim Investment Advisors LLC
Chaim Investment Advisors is an Oregon-based, fee-only fiduciary RIA founded in 2014 and led by portfolio manager/financial planner Victor Schramm (CFS, CAS, AIF). The firm provides holistic financial planning and investment advice for families and businesses, including SEP-IRAs/401(k)s and guidance on insurance and annuity situations. Portfolios emphasize long-term, low-cost, well-diversified ETF and mutual fund construction, with optional SRI/ESG screens.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 154 clients, or 154 clients per representative. That equates to $125.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
VICTOR ALLEN SCHRAMM
Chief Compliance Officer, Financial Planner, Portfolio Manager
- CRD
- #6362573
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,282,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,282,370 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Chaim Investment Advisors LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.