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| Schwarz Investment Partners
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|
|---|---|
| CRD # | 113556 |
| SEC # | 801-123523 |
| CIK # | |
| AUM | $184.9 M (2026-05-14) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 785-582-5805 |
| Address | 323 Railroad Silver Lake, KS 66539 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 693 | 140.1 |
| (b) Individuals (high net worth individuals) | 21 | 40.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 184.9 |
| By Discretionary | ||
| Discretionary | 913 | 184.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 913 | 184.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.9 | |
| Total | 913 | 184.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hoffman Capital Advisors LLC
✚
|
PA | 0.2 |
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.2 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.2 |
|
Logic Wealth Management LLC
✚
|
CA | 0.2 |
|
Vanheel Management Limited
✚
|
0.2 | |
|
Avail Investment Partners LLC
✚
|
PA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Rivertree Advisors LLC
✚
|
FL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
0.2 | |
|
The Worley Banks Group LLC
✚
|
MO | 0.2 |