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| Keyboard |
| Schneider Meredith Hall
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|---|---|
| CRD # | 144166 |
| SEC # | 801-129665 |
| CIK # | |
| AUM | 149.8 M (2026-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 888-444-9981 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.6 |
| (b) Individuals (high net worth individuals) | 32 | 149.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 149.8 |
| By Discretionary | ||
| Discretionary | 205 | 149.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 145.6 | |
| Total | 205 | 149.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
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|
NJ | 150.1 M |
|
Intentional Retirement LLC
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|
NE | 150.0 M |
|
Union Capital Company
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|
AZ | 150.0 M |
|
Parrish Capital LLC
✚
|
GA | 150.0 M |
|
A Smarter Way to Invest Inc
✚
|
MI | 150.0 M |
|
Portfolio Design Services LLC
✚
|
WI | 149.7 M |
|
Allstreet Financial LLC
✚
|
PA | 149.7 M |
|
Second Summit Wealth Management LLC
✚
|
149.7 M | |
|
CMG Financial Consulting LLC
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|
149.6 M | |
|
Clarity Financial Advisors LLC
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|
FL | 149.5 M |