Schulmerich & Associates Asset Management, LLC

Overview

Schulmerich & Associates Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2004. The firm is owner-operated and positions itself as a fee-based portfolio manager that serves individuals, families and small businesses. Its advisory services center on discretionary portfolio management and the selection of external advisers or managers, and it functions as a capital allocator rather than a product manufacturer. Fee income is charged as a percentage of assets under management. The firm does not identify as an active ESG investor. Schulmerich also lists an industry affiliation with an insurance company, which may reflect distribution or product relationships rather than a separate registered adviser.

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Public Holdings

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Location & Offices