CRD: 120059
Schmerge Executive Planning Services, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
About Schmerge Executive Planning Services, Inc.
Schmerge Executive Planning Services (Cincinnati, OH) is a founder-led RIA led by Mark J. Schmerge, ChCF, focused on retirees and pre-retirees. The firm uses active investment management—applying Modern Portfolio Theory with an active risk-management overlay—to seek equity upside while aiming to preserve principal and gains in down markets. For broader planning needs, Schmerge coordinates a referral bench of attorneys, accountants, and planners.
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Owner & Executives
MARK JOSEPH SCHMERGE
Chief Compliance Officer
- CRD
- #1025553
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,877,433 | -- |
| Non-Discretionary | $536,916 | -- |
| Total | $53,414,349 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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