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Firm profile

Schwartz & Co..

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOEdward Augustine Schwartz
CCOLaura Lea Powers
CFOLaura Lea Powers

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

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.