Schwartz Investment Counsel Inc

RIASEC RegisteredEst. 1988
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$49.2M
Accounts
77
Employees
20
Advisory reps
9

Firm details

Headquarters
Plymouth, Michigan
CRD number
104693
Registered since
August 29, 1988
Website
www.schwartzinvest.com
Custodians
CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.07%
  • HNWI1.56%
  • Other1.24%
  • Pension & Profit Sharing Plans0.56%
  • Corporations / Businesses0.47%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schwartz Investment Counsel Inc is a privately owned corporate RIA that has been SEC-registered since 1988. The firm serves both individuals and families as well as institutional clients, operating primarily as a fee-based adviser charging a percentage of assets under management. Its advisory services focus on discretionary portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Schwartz reports that it is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 29%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds29%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 4
  • Brandon Scheitler

    Brandon Scheitler

    Senior Vice President & Chief Investment OfficerCRD 5121780

  • Timothy Schwartz

    Timothy Schwartz

    President, Chief Executive OfficerCRD 4473315

  • Cathy Stoner

    Cathy Stoner

    Vice President, Chief Compliance OfficerCRD 5763279

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Contacts

3 of 5

  • John Gibbons

    DirectorCRD 6932210

  • Edward Farragher

    DirectorCRD 6932213

  • Patrick Nolan

    DirectorCRD 7880497

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 9

Active vs passive

$13.8M in ETFs

Passive

100%

$13.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$9M24,34464.94%
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Location

Primary office

Plymouth, MI

Wayne

Location

Plymouth, MI

Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
801 W Ann Arbor Trl
Time zone
ET (UTC-5)
Office locations

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