|
⚲
|
| Keyboard |
| Schaper Benz & Wise Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 107630 |
| SEC # | 801-39679 |
| CIK # | |
| AUM | 1,761.4 M (2026-03-26) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-727-1137 |
| Address | 40 Jewelers Park Dr Neenah, WI 54956 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 34.0 |
| (b) Individuals (high net worth individuals) | 277 | 1,674.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 26.1 |
| (h) Charitable organizations | 7 | 25.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 1,761.4 |
| By Discretionary | ||
| Discretionary | 1,069 | 1,737.6 |
| Non-Discretionary | 8 | 23.8 |
| Total | 1,077 | 1,761.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,761.4 | |
| Total | 1,077 | 1,761.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Associates Ltd
✚
|
OH | 1,776.2 M |
|
Mainline West Fund Manager LLC
✚
|
CO | 1,771.9 M |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1,771.5 M |
|
Marco Investment Management LLC
✚
|
GA | 1,766.6 M |
|
Caliber Wealth Management LLC
✚
|
KS | 1,763.6 M |
|
Ironwood Investment Counsel LLC
✚
|
AZ | 1,757.4 M |
|
Petra Capital Management Inc
✚
|
1,755.0 M | |
|
Quantum Advisors Private Limited
✚
|
1,755.0 M | |
|
GFI Investment Counsel Ltd
✚
|
1,754.3 M | |
|
Intrua Financial LLC
✚
|
TX | 1,747.0 M |