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| Keyboard |
| Schmitt Wealth Advisers Corp
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|---|---|
| CRD # | 174958 |
| SEC # | 801-132291 |
| CIK # | |
| AUM | 135.0 M (2026-04-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-813-1580 |
| Address | 4555 Lake Forest Drive Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 27.2 |
| (b) Individuals (high net worth individuals) | 49 | 107.5 |
| (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 | 0 | 0.0 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 135.0 |
| By Discretionary | ||
| Discretionary | 300 | 125.6 |
| Non-Discretionary | 20 | 9.3 |
| Total | 320 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 134.7 | |
| Total | 320 | 135.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chicago Capital Management Advisors LLC
✚
|
IL | 135.2 M |
|
Sparrow Wealth Management Inc
✚
|
FL | 135.2 M |
|
Crystal Cove Asset Management LLC
✚
|
CA | 135.2 M |
|
PSC Financial LLC
✚
|
MN | 135.1 M |
|
Colton Wealth Management
✚
|
CA | 135.1 M |
|
Aluman Inc
✚
|
135.0 M | |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 135.0 M |
|
JRS Wealth Management LLC
✚
|
UT | 135.0 M |
|
Red Reef Advisors LLC
✚
|
FL | 135.0 M |
|
Integrity Financial Advisors LLC
✚
|
MA | 134.9 M |