|
⚲
|
| Schuchard Capital Management Inc
✚
|
|
|---|---|
| CRD # | 105528 |
| SEC # | 801-32441 |
| CIK # | |
| AUM | $234.1 MM (2023-01-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 586-323-9565 |
| Address | 44853 Marigold Dr Sterling Heights, MI 48314-1226 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 24.8 |
| (b) Individuals (high net worth individuals) | 75 | 186.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 22.2 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 234.1 |
| By Discretionary | ||
| Discretionary | 181 | 234.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 181 | 234.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.1 | |
| Total | 181 | 234.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.2 |
|
T Anton Investment House Inc
✚
|
WI | 0.2 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.2 |
|
All Terrain Financial Advisors LLC
✚
|
MN | 0.2 |
|
Applied Capital LLC
✚
|
FL | 0.2 |
|
Carter Financial Group Inc
✚
|
IL | 0.2 |
|
Tate Wealth Management
✚
|
CA | 0.2 |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.2 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.2 |