SCHAUER INVESTMENT MANAGEMENT, INC.

RIASEC Registered
Total AUM
$121M
Discretionary
$121M
100% of AUM
Avg account
$3M
Accounts
41
Employees
4
Advisory reps
3

Firm details

Headquarters
NORTHRIDGE, California
CRD number
283119
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles43.77%
  • HNWI30.95%
  • Corporations / Businesses17.26%
  • Individuals4%
  • Pension & Profit Sharing Plans3.97%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schauer Investment Management, Inc. is a boutique investment adviser structured to manage both separate accounts and pooled vehicles, with a clear tilt toward fixed-income strategies. The firm is classified as a hedge fund manager and serves individual and family clients alongside institutional relationships. Its compensation model mixes a percentage-of-assets fee with performance-based fees, which aligns incentives for active management across both discretionary separate accounts and its private fund. Investment activity shows a material commitment to U.S. government debt as a core allocation, indicating an emphasis on interest-rate exposure, credit-quality preservation, and liquidity. The firm also sponsors and manages pooled investment vehicles, acting as sponsor, general partner, and managing member where applicable, and uses those vehicles to implement strategies that may not be practical inside stand-alone taxable accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 50%, Exchange Traded Equities 44%, Other 4%, Cash & Cash Equivalents 2%50%
  • US Government Bonds50%
  • Exchange Traded Equities44%
  • Other4%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • William Fowls

    Investment Adviser RepresentativeCRD 7984481

  • Kyle Schauer

    Investment Advisor RepresentativeCRD 7320212

  • CRAIG SCHAUER

    PresidentCRD 2554382

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTHRIDGE, CA

LOS ANGELES

Location

NORTHRIDGE, CA

Headquartered in NORTHRIDGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
17024 Lassen St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth