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Schroeder Capital Management, LLC (Lafayette)


Schroeder Capital Management, LLC is an adviser based in Lafayette. It manages $44.58 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Virginia.

Schroeder Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schroeder Capital Management: assets under management

The assets under management (AUM) of Schroeder Capital Management, LLC is $44.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schroeder Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Schroeder Capital Management, LLC performs its advisory services is located at 3620 Happy Valley Road, Lafayette, CA 94549, which is also the mailing address of the firm. An additional office of the firm is in Bend, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-283-7913 or by fax 925-283-7916. The normal business hours are 7:30am - 5:30pm on Monday - Friday.


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