Schlindwein Associates LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $167M in regulatory assets under management, 4 employees, 2 offices, and 363 accounts.
Assets Under Management
$167M
Employees
4
Offices
2 offices
Total Clients
122
Primary office
DALLAS, TX
1717 MAIN STREET, SUITE 3975, DALLAS, TX, United States
Top client segmentIndividuals represent 60.7% of total clients.
Top client categories% of clientsClients
1
Individuals
60.7%
74
2
HNWI
36.1%
44
3
Charitable
2.5%
3
4
Pension Plans
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 27, 2026
Discretionary100.0%
$167M
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$167M
Total Accounts363
10Y AUM Change$-30M (-15.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee31:1
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.