Overview
Assets Under Management: $290 million
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Frequently Asked Questions
SCHUCHARD CAPITAL MANAGEMENT INC 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 #105528), SCHUCHARD CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
SCHUCHARD CAPITAL MANAGEMENT INC serves 84 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, SCHUCHARD CAPITAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
SCHUCHARD CAPITAL MANAGEMENT INC manages $290 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, SCHUCHARD CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 105528
Last Filing Date: 2025-02-06 00:00:00
Website: https://att.net