Schnieders Capital Management, LLC.

Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm reports approximately $1.06 billion in assets under management and oversight of several hundred client accounts.

The firm’s investment process incorporates fundamental, technical, qualitative and quantitative analysis, with an emphasis on long‑term portfolio construction and asset allocation while retaining the ability to use shorter‑term trading strategies when appropriate. The brochure notes SCM may recommend short sales, margin transactions and option strategies in certain accounts and manages client relationships on both discretionary and non‑discretionary bases with periodic reviews.

Noteworthy distinctions relative to many peers include a high client load per advisor (more than 200 clients per advisor) and a high AUM per advisor (well above $200 million), and the brochure discloses the firm’s use of endorsements and testimonials in its advertising. The firm also highlights less‑common practices such as occasional recommendations of private placements or limited partnerships, the potential use of borrowing in separately managed accounts, and an employee Cash Balance Plan established in 2019.