SCHNIEDERS CAPITAL MANAGEMENT, LLC.
SEC RegisteredWealth Management for Individuals, Foundations, & Corporations
About the firm
Schnieders Capital Management, LLC (SCM) is a boutique investment advisory firm whose mission is to enhance the financial well-being of individuals and institutions by creating custom tailored portfolios that meet their specific needs. SCM develops financial plans based on clients' long-term goals, risk tolerance, and income needs, offering both discretionary and non-discretionary investment services. The firm serves clients primarily in the Pasadena and greater Los Angeles basin, as well as clients dispersed across the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom tailored portfolio construction diversified across equities and fixed income (including municipal and corporate bonds); discretionary and non-discretionary investment management; financial planning based on risk profile, long-term goals, and income needs; fundamental investment research; 24-hour portfolio access; monthly statements; and quarterly market reports.
Who they serve
Individuals, foundations, corporations, family groups, and institutions, primarily in the Pasadena and greater Los Angeles basin but also geographically dispersed across the United States, often across multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 276 | $101M |
| High Net Worth Individuals | 183 | $867M |
| Charitable Organizations | 5 | $17M |
| State/Municipal Entities | 3 | — |
0 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 $500,000 | 1.50% |
| $500,001-$1,000,000 | 1.25% |
| $1,000,001-$2,000,000 | 1.00% |
| $2,000,001-$4,000,000 | 0.75% |
| $4,000,001 and above | 0.50% |
Data as of March 26, 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. SCHNIEDERS CAPITAL MANAGEMENT, 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched