S
$392.4M Total AUM
$346.6M Disc. AUM
18.0% 3Y CAGR
9 Employees
721 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2019
- Office Locations
- 2
Office Locations
33 South Indiana Avenue Englewood FL
-- -- --
About Schorn Wealth
SCHORN WEALTH is an Englewood, FL RIA providing portfolio management alongside financial, tax, and estate planning. The team includes CFA and CFP professionals and publishes market commentary on its site. Portfolios emphasize asset allocation and are predominantly ETF-based (with some mutual funds), and the firm serves retail and institutional relationships; custody includes Charles Schwab.
Team overview
58 AVG AGE
$78.5M AVG AUM / ADVISOR
$544.3K AVG AUM / CLIENT
3.8 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Thomas Schorn
Chief Compliance Officer, PRINCIPAL
- CRD
- #2928253
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
F
FRANKLIN ARTHUR BANFER II
--
- CRD
- #1423950
Available
Available
Available
RYAN JEFFERY GUTTRIDGE
--
- CRD
- #2495914
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,629,716 | $309,491 |
| Non-Discretionary | $45,804,041 | $158,491 |
| Total | $392,433,757 | $278,519 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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 |
Continue browsing