CRD: 282632
Sugar Maple Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2016
- Office Locations
- 2
Office Locations
About Sugar Maple Asset Management, LLC
Sugar Maple Asset Management, LLC is an independent, fiduciary RIA providing fee-only investment management and financial planning. The firm builds customized portfolios guided by each client’s investment policy statement and plan, and supports IRA/401(k) rollovers and “variable annuity repair” for expensive contracts. Based in Wisconsin (Sister Bay and Neenah) with clients nationwide; custodies with Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERRENCE MICHAEL JACK
Chief Investment Officer
- CRD
- #2542035
- Ownership
- 50% but less than 75%
JEREMY PAUL SCHWAB
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2890688
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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AMY ELLEN ZELLNER
Director
- CRD
- #6282372
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,512,235 | $1,388,154 |
| Non-Discretionary | $0 | -- |
| Total | $291,512,235 | $1,388,154 |
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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 |
| Equity - Exchange | Available | Available |
| Cash | 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 |
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