Schmitz Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated April 2, 2026, reports $132M in regulatory assets under management, 2 employees, and 288 accounts.
Assets Under Management
$132M
Employees
2
Offices
--
Total Clients
223
Primary office
MILL VALLEY, CA
655 REDWOOD HWY, STE 109, MILL VALLEY, CA, United States
Top client segmentHNWI represent 92.8% of total clients.
Top client categories% of clientsClients
1
HNWI
92.8%
207
2
Individuals
7.2%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 2, 2026
Discretionary100.0%
$132M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$132M
Total Accounts288
10Y AUM Change+$25M (+23.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee112:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.