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| Keyboard |
| Schmidt Jacob Aaron
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|---|---|
| CRD # | 121034 |
| SEC # | 801-123630 |
| CIK # | |
| AUM | 212.6 M (2026-03-17) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 260-469-3218 |
| Address | 6920 Pointe Inverness Way Fort Wayne, IN 46804 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 98.5 |
| (b) Individuals (high net worth individuals) | 58 | 99.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.8 |
| (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 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,067 | 212.6 |
| By Discretionary | ||
| Discretionary | 1,058 | 212.1 |
| Non-Discretionary | 9 | 0.6 |
| Total | 1,067 | 212.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.6 | |
| Total | 1,067 | 212.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Enspyre Wealth Advisors Inc
✚
|
MN | 217.7 M |
|
Delta Advisory Group Inc
✚
|
FL | 216.3 M |
|
Gragg & Gragg LLP
✚
|
NC | 215.4 M |
|
UTA LLC
✚
|
WA | 214.6 M |
|
Locker Financial Services LLC
✚
|
NJ | 213.8 M |
|
Coastwise Capital Group LLC
✚
|
CA | 212.2 M |
|
Altius Financial Inc
✚
|
CO | 212.2 M |
|
Macroclimate LLC
✚
|
210.1 M | |
|
Lummis Asset Management LP
✚
|
TX | 210.0 M |
|
The Stanich Group LLC
✚
|
209.8 M |