SCHUCHARD CAPITAL MANAGEMENT INC
Adviser information for SCHUCHARD CAPITAL MANAGEMENT INC last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 180 | $265.8M |
| Non-Discretionary | 0 | $0 |
| Total | 180 | $265.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 99 | $26.9M |
| HNW Individuals | 79 | $212.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $26.1M |
| Charitable organizations | 1 | $207,815 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-32441 |
|---|---|
| SEC ERA File Number | 801-32441 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105528 |
| Legal Entity Identifier | None |
Principal Office
44853 MARIGOLD DR.STERLING HEIGHTS
MI
United States
Monday - Friday, 8:00 A.M. - 4:00 P.M.
Tel: 586-323-9565, Fax: 586-739-8715
Chief Compliance Officer
MICHAEL R. SCHUCHARD
PRESIDENT
44853 MARIGOLD DR.
STERLING HEIGHTS
MI
United States
Tel:
586-323-9565
Fax:
586-739-8715
M**********@******T
(Full email address available in API data)
Regulatory Contact
MARY SUSAN TRINGALI
OFFICE MANAGER
44853 MARIGOLD DR.
STERLING HEIGHTS
MI
United States
Tel:
586-323-3259
M****************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHUCHARD, MICHAEL, ROBERT | Individual | – | PRESIDENT | 09/1989 | > 75% |
| SCHUCHARD, MICHAEL, ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2019 | > 75% |