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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2025
- Office Locations
- 1
Office Locations
About Schooner Wealth Management
Schooner Wealth Management is an independent, fee-only RIA in Columbia, SC providing fiduciary portfolio management and financial planning, including retirement planning, tax and risk strategy, and donor-advised fund guidance (SRI/ESG available on request). Founded by engineer/economist James L. Cook, the firm emphasizes a structured, research-driven approach. Client assets are custodied at Charles Schwab, and the firm carries E&O coverage and a surety bond.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
James Lucas Cook
PRINCIPAL
- CRD
- #8064415
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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