Schenkelberg Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,535,637
Clients
96
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
96
Very HighAverage account size
$620,163
About
Schenkelberg Investments advises individuals, high‑net‑worth clients, and fiduciary entities including trusts, estates, and charitable organizations, managing about $59.5 million across roughly 96 client relationships. The firm provides discretionary asset management through separately managed accounts and participates as a money manager on sponsored third‑party platforms, and it also offers financial planning and occasional impersonal newsletters.
The firm’s investment process is model‑driven and uses a core‑and‑satellite approach with named strategies — Opportunistic Diversified, Opportunistic Diversified Income, and Opportunistic Diversified Tax Aware — combining fundamental analysis and charting. The brochure discloses use of short‑sales and option writing (noting short sales require a margin account), indicating the adviser may employ margin or borrowing within separately managed accounts when appropriate.
Distinctive features include the solo‑advisor structure that nonetheless serves institutional‑type clients and acts as a sub‑advisor on external platforms, a mix that is less common among independent single‑advisor firms. The firm also emphasizes tax‑aware and income‑focused model options and distributes periodic educational newsletters to clients and prospects.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Tax-loss harvesting
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
Fixed fee up to $2,000 for financial planning services
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.10% Above $5,000,001+: 1.00% $0 - $10,000: 0.00% $10,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% Above $5,000,001+: 0.75%
$100 per hour for financial planning services
Fee-only: Hourly fee of $100 per hour; Fixed fee up to $2,000 for financial planning services
Main office location
Schenkelberg Investments, LLC
Omaha NE, United States
Number of offices
2
Most active in
Schenkelberg Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")