CRD: 131893
Schorpp Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2004
- Office Locations
- 1
Office Locations
About Schorpp Capital Management
Schorpp Capital Management provides financial planning and investment management tailored to pharmaceutical professionals, with a niche focus on Merck, Johnson & Johnson, and Bristol-Myers Squibb employees and retirees approaching retirement. The firm advises on Medicare and retirement transition decisions and emphasizes unbiased, clear guidance. Led by president Doug Schorpp, AIF®, with Wall Street experience, and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS JAMES SCHORPP
Chief Compliance Officer, Owner, President
- CRD
- #3112673
- Ownership
- 50% but less than 75%
WAYNE D SCHORPP
Investment Advisor, VICE PRESIDENT
- CRD
- #4757966
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,930,000 | $10,215 |
| Non-Discretionary | $0 | -- |
| Total | $69,930,000 | $10,215 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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