⌕
Firm profile

Schauer Investment Management, Inc..

NORTHRIDGE, CACRD 283119Registration Status: ApprovedEffective since July 17, 2026Latest ADV June 17, 2026

Schauer Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Northridge, CA. Its latest Form ADV filing, dated June 17, 2026, reports $120M in regulatory assets under management, 4 employees, and 37 accounts.

Assets Under Management
$120M
Employees
4
Offices
--
Total Clients
24
Primary office
NORTHRIDGE, CA
17024 LASSEN ST, NORTHRIDGE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(818) 727-9960
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CEOCraig Schauer
CCOCraig Schauer

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
16
2
Individuals
33.3%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of June 17, 2026
Discretionary100.0%
$120M
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.

Total AUM$120M
Total Accounts37
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee6:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.