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SCHMITZ CAPITAL PARTNERS, LLC
CRD 105702 · SEC 801-33527
655 REDWOOD HWY, STE 109, MILL VALLEY, CA, 94941, United States
Phone
415-381-9075
Fax
415-381-2917
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.0M
Discretionary AUM
$132.0M
Team
2 total employees; 2 advisory reps; 223 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $27.9M |
| High net worth individuals | 207 | $104.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD