CRD: 105702
Schmitz Capital Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-23-1988
- Office Locations
- 1
Office Locations
About Schmitz Capital Partners, LLC
Schmitz Capital Partners is an independent advisory firm providing active portfolio management and highly customized, comprehensive financial advice for retail clients. The team combines investment management with planning support such as portfolio construction and tax/estate considerations, using public funds and ETFs. Firm leadership is principal-led, with the managing member serving as CIO/CCO, and it works with Pershing as a custodian.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN JOSEPH SCHMITZ
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #1432690
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL JOSEPH SCHMITZ
Chief Operating Officer
- CRD
- #4223919
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,993,452 | $458,311 |
| Non-Discretionary | $0 | -- |
| Total | $131,993,452 | $458,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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