BLOOMFIELD HILLS, MICRD 7294Latest ADV March 30, 2026
Schwartz & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 30, 2026, reports $10.5B in regulatory assets under management, 30 employees, 1 office, and 1,737 accounts.
Assets Under Management
$10.5B
Employees
30
Offices
1 office
Total Clients
1,737
Primary office
BLOOMFIELD HILLS, MI
3707 W. MAPLE RD, STE 201, BLOOMFIELD HILLS, MI, United States
Top client segmentIndividuals represent 44.0% of total clients.
Top client categories% of clientsClients
1
Individuals
44.0%
765
2
HNWI
36.7%
637
3
Pension Plans
11.1%
193
4
Corporations
4.8%
83
5
Charitable
3.3%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.5Bas of March 30, 2026
Discretionary1.7%
$181M
2% of total RAUM1.7%
Non-discretionary98.3%
$10.3B
98% of total RAUM98.3%
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$10.5B
Total Accounts1,737
10Y AUM Change+$7.8B (+295.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee58:1
10Y Employee Change+8 (+36.4%)
* 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.