CRD: 120952
Schnieders Capital Management, Llc.
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- Custodian
- BNY Mellon · Charles Schwab & Company · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2002
- Office Locations
- 1
Office Locations
About Schnieders Capital Management, Llc.
Schnieders Capital Management, LLC is a Pasadena, CA advisory firm serving individuals and institutions with custom portfolio management and financial planning, offered on both discretionary and non-discretionary bases. The team emphasizes a long-term, client-specific approach using technology-driven company analysis and portfolio construction, with portfolios often incorporating ETFs and fixed income. Clients get 24/7 online portfolio access plus regular statements and quarterly market reports.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES FRANCIS SCHNIEDERS
Principal
- CRD
- #2751181
- Ownership
- 10% but less than 25%
JOHN CARTER SCHNIEDERS
Certified Financial Planner, PRINCIPAL
- CRD
- #2751186
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,013,861,670 | $920,020 |
| Non-Discretionary | $47,898,752 | $903,750 |
| Total | $1,061,760,422 | $919,273 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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