AdFi
SB

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

SEC Registered

OVER 100 YEARS OF FINANCIAL MANAGEMENT EXPERTISE

NEENAH, WIhttps://sbw-invest.com920-727-1137
Assets Under Management
$1B–$5B
Year Founded
1992
Employees
15
Office Locations
1 office
Total Accounts
1077

About the firm

Schaper, Benz & Wise Investment Counsel is an SEC-registered investment company founded in 1992 in Neenah, Wisconsin. The firm manages over $1.7 billion in assets for over 400 clients and is 100% owned by its investment advisors. Its only source of revenue is client-generated fees, with no affiliations with organizations that sell investment-related products or participate in investment banking activities.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Investment ManagementFamily Wealth ManagementAsset AllocationMoney ManagementFoundationsFee-onlyEmployee-owned

Services

Investment management services, family wealth counsel, money management, and asset allocation services

Who they serve

Families of wealth, foundations, and businesses

Client segmentClientsAssets managed
Individuals (Non-HNW)111$34M
High Net Worth Individuals277$1.7B
Charitable Organizations6$26M
State/Municipal Entities7

0 total clients reported on Form ADV.

Leadership

Bradley E. Benz
PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994)
Michael L. Wise
VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004)
Gerald L. Schaper
CHAIRMAN (3/2001) AND DIRECTOR (7/1991)

Office locations

1 office in 1 state
WI
NEENAHHQ

Advisors at this firm

11 advisors in the directory

Regulatory & compliance

CRD number
#107630
SEC Number
801-39679
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCHAPER BENZ & WISE INVESTMENT COUNSEL INC 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 the SEC or FINRA websites before making any decision.

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