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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
About Schuler Capital Management LLC
Schuler Capital Management is a Sonoma, CA RIA that builds quantitative, risk-managed portfolios using data-driven risk indicators and momentum-based strategies tailored to client risk profiles and preferences. The firm emphasizes systematic discipline, reduced volatility/drawdowns in historical testing, and clear accounting for fees, taxes, and transaction costs. Client assets can be held in their own brokerage account (e.g., Charles Schwab).
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Owner & Executives
Eric John Schuler
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6984576
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,426,643 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,426,643 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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