Schulmerich & Associates Asset Management, LLC

Overview

Schulmerich & Associates Asset Management, LLC is a fee-based investment adviser focused on portfolio management for individual and family clients and the selection of outside advisers when specialized management is needed. The firm has been SEC-registered since 2004 and operates as a limited liability company with an owner-type classified as individual. Investment activity shows a clear preference for equity exposure: exchange-traded equities are the dominant asset type, and the firm describes itself as a capital allocator that builds client portfolios around core equity holdings while selectively using outside managers for areas that require specialized expertise. The firm does not position itself as an active ESG investor. Its business model centers on discretionary management and separate account implementations that allow for customization at the client level. Schulmerich & Associates charges fees as a percentage of assets under management and works primarily with individuals and families rather than institutional pension clients.

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