Schaper Benz & Wise Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Neenah, WI. Its latest Form ADV filing, dated March 26, 2026, reports $1.8B in regulatory assets under management, 15 employees, and 1,077 accounts.
Assets Under Management
$1.8B
Employees
15
Offices
--
Total Clients
403
Primary office
NEENAH, WI
40 JEWELERS PARK DR, STE 200, NEENAH, WI, United States
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
277
2
Individuals
27.5%
111
3
Charitable
1.7%
7
4
Pension Plans
1.5%
6
5
Corporations
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 26, 2026
Discretionary98.6%
$1.7B
99% of total RAUM98.6%
Non-discretionary1.4%
$24M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts1,077
10Y AUM Change+$1.0B (+145.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee27:1
10Y Employee Change+3 (+25.0%)
* 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.