Stewart Michael Schmidt
Investment Adviser Representative at Captrust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stewart Michael Schmidt is an investment adviser representative with Captrust in Uniontown, OH, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CapFinancial Partners LLC (CAPTRUST)Jul 2021 – no end date reportedRaleigh, NC
- Hyderhead BreweryAug 2020 – May 2021DeLand, FL
- Klayer Accounting & Associates LLCJan 2020 – Mar 2020Ormond Beach, FL
- NJY CampsJun 2019 – Aug 2019Milford, PA
- Xanterra Travel CollectionJun 2018 – Aug 2018Grand Canyon Village, AZ
- Summit Metro ParksMay 2017 – Aug 2017Akron, OH
- Handel's Homemade Ice CreamOct 2013 – Aug 2017Green, OH
- Unhitched BreweryOct 2021 – Dec 2021Louisville, OH
- UnemployedSep 2017 – May 2018Akron, OH
- UnemployedSep 2018 – May 2019Milford, PA
- UnemployedSep 2019 – Dec 2019Ormond Beach, FL
- UnemployedApr 2020 – Jul 2020Ormond Beach, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Captrust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 943
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-62193
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Captrust
Showing 12 of 943 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stewart Michael Schmidt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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