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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Schmidt Financial Management
Schmidt Financial Management is a registered investment advisor serving executives and tech professionals, integrating equity compensation and concentrated stock positions into coordinated financial planning and portfolio management. The firm aligns work across clients’ CPAs and estate attorneys through a structured quarterly planning cadence, with client access via an Addepar investment portal. Advisors have earned InvestmentNews and AdvisorHub industry recognition.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EVAN TODD SCHMIDT
Financial Advisor, General Partner, President
- CRD
- #5724516
- Ownership
- 75% or more
PAUL IRVIN COX
Chief Compliance Officer, Executive Director, Private Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $485,360,202 | $608,221 |
| Non-Discretionary | $12,166,884 | $419,548 |
| Total | $497,527,086 | $601,605 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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