Schnieders Capital Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 8 employees, 1 office, and 1,155 accounts.
Assets Under Management
$1.1B
Employees
8
Offices
1 office
Total Clients
481
Primary office
PASADENA, CA
200 SOUTH LOS ROBLES AVENUE, SUITE 510, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
276
2
HNWI
38.0%
183
3
Corporations
1.7%
8
4
FOUNDATIONS
1.2%
6
5
Pension Plans
1.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary95.5%
$1.0B
95% of total RAUM95.5%
Non-discretionary4.5%
$48M
5% of total RAUM4.5%
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$1.1B
Total Accounts1,155
10Y AUM Change+$502M (+89.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee60:1
10Y Employee Change+2 (+33.3%)
* 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.