Schwartz Investment Counsel Inc

RIASEC Registered

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$50.5M

Accounts

Employees

Advisory reps

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 Companies97.28%
HNWI1.58%
Pension & Profit Sharing Plans0.56%
Corporations / Businesses0.47%
Charitable Organizations0.11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schwartz Investment Counsel Inc. is a corporate, individually owned institutional RIA that has been registered with the SEC since 1988. The firm charges clients based on a percentage of assets under management and serves both individual/family clients and institutional accounts. Its advisory work centers on discretionary portfolio management across three client types: individuals and small businesses, investment companies, and businesses or institutions. The firm’s stated investment preference is equities, and it is not identified as an active ESG investor. It is not documented as a multi-state adviser, pension consultant, or capital allocator in the provided data.