Schuler Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 297190
- Website
- www.schulercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.99%
- Other26.64%
- Individuals3.37%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Schuler Capital Management LLC is a small, individually owned limited liability company that advises individual and family clients on discretionary portfolios. The firm charges a percentage-of-assets fee and lists portfolio management for individuals and small businesses among its primary advisory activities; it also produces periodicals or newsletters. Schuler is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Derivatives13%
- Public Funds/Mutual Funds7%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Eric Schuler
FounderCRD 6984576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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