Overview
Assets Under Management: $132 million
Headquarters: MILL VALLEY, CA
High-Net-Worth Clients: 207
Average Client Assets: $0.5 million
Frequently Asked Questions
SCHMITZ CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105702), SCHMITZ CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
SCHMITZ CAPITAL PARTNERS, LLC is headquartered in MILL VALLEY, CA.
SCHMITZ CAPITAL PARTNERS, LLC serves 207 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, SCHMITZ CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SCHMITZ CAPITAL PARTNERS, LLC manages $132 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, SCHMITZ CAPITAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.87%
Average Client Assets: $0.5 million
Total Client Accounts: 288
Discretionary Accounts: 288
Regulatory Filings
CRD Number: 105702
Filing ID: 2090233
Last Filing Date: 2026-04-02 11:57:44