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| Schnieders Capital Management LLC
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|---|---|
| CRD # | 120952 |
| SEC # | 801-61219 |
| CIK # | 0002057056, 0001603937 |
| AUM | 1,061.8 M (2026-03-26) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 626-584-6168 |
| Address | 200 South Los Robles Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.5 | ||
| Apple Inc | 34.2 | ||
| Alphabet Inc | 31.2 | ||
| Amazon Com Inc | 25.8 | ||
| Alphabet Inc | 23.4 | ||
| Nvidia Corp | 21.8 | ||
| Facebook Inc | 18.6 | ||
| Johnson & Johnson | 17.4 | ||
| J P Morgan Chase & Co | 16.9 | ||
| Wal Mart Stores Inc | 10.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 100.6 |
| (b) Individuals (high net worth individuals) | 183 | 867.0 |
| (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 | 5 | 17.0 |
| (h) Charitable organizations | 3 | 2.1 |
| (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 | 8 | 4.8 |
| (n) Other | 6 | 70.2 |
| Total | 1,155 | 1,061.8 |
| By Discretionary | ||
| Discretionary | 1,102 | 1,013.9 |
| Non-Discretionary | 53 | 47.9 |
| Total | 1,155 | 1,061.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,061.8 | |
| Total | 1,155 | 1,061.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001603937] | |
| 13F-HR | [0002057056] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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GA | 1,064.8 M |
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NJ | 1,064.8 M |
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WI | 1,064.6 M |
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ISTO Advisors LLC
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MI | 1,064.5 M |
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Uptick Partners LLC
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TX | 1,063.2 M |
|
McGuire Investment Group LLC
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RI | 1,061.1 M |
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Talon LLC
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PR | 1,060.3 M |
|
Evelyn Partners Asset Management Limited
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1,059.4 M | |
|
Fourpath Capital Management LLC
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OK | 1,058.7 M |
|
GIA Partners LLC
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NY | 1,058.6 M |