Schuchard Capital Management Inc is a large advisory firm based in Sterling Heights. It manages $194.86 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, Michigan, and New Hampshire.
Schuchard Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schuchard Capital Management Inc is $194.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 218% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schuchard Capital Management Inc 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Michael Robert Schuchard is high net worth individuals with 70 clients and $151.6 million of assets under management. Among the 6 most similar advisory firms, Schuchard Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $194.86 million for 184 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Schuchard Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Robert Schuchard has been acting as President since 1 Sep 1989. Mary Susan Tringali joined the executive team most recently as the Chief Compliance Officer.
The principal office where Schuchard Capital Management Inc performs its advisory services is located at 44853 Marigold Dr., Sterling Heights, MI 48314 1226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 586-323-9565 or by fax 586-739-8715. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday.