Schmitz Capital Partners, LLC
SEC RegisteredINDEPENDENT | OBJECTIVE | FOCUSED | PROFESSIONAL
About the firm
At Schmitz Capital Partners, the focus is on the client. The firm strives to simplify and enhance the quality of clients' lives through active portfolio management and highly customized financial advice tailored to each individual's unique needs, with a commitment to building lasting, long-term relationships based on expert counsel, trust, and quality service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active portfolio management and highly customized financial advice; comprehensive financial advice aimed at helping clients achieve their life goals
Who they serve
Individual clients with unique financial needs seeking customized financial advice and portfolio management
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $28M |
| High Net Worth Individuals | 207 | $104M |
223 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1M | 1.15% |
| $1M - $2M | 1.00% |
| $2M - $5M | 0.80% |
| Above $5M | 0.65% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Schmitz Capital Partners, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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