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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- Element primeFocus +more
- Established Date
- 06-22-2017
- Office Locations
- 1
Office Locations
About Ketwich Capital LLC
Ketwich Capital is a fee-only, independent fiduciary RIA providing comprehensive financial planning and discretionary investment management for professionals and families. The firm builds diversified, goal-aligned portfolios using funds/ETFs and supports life and legacy planning, including retirement and charitable giving. Founder Ben Schmid, CFP®, previously worked at UBS and Neuberger Berman. Client relationships are intentionally capped for direct access and frequent check-ins.
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Owner & Executives
BENJAMIN JOSEPH SCHMID
Chief Compliance Officer, Founder
- CRD
- #5355502
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,357,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,357,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,357,307
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $736,381,703 | 23.3% |
| Public Funds | $1,270,495,470 | 40.2% |
| Cash | $1,153,559,320 | 36.5% |
| Total | $3,160,436,493 | 100.0% |