Schorpp Capital Management

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Client assets under management

$69,930,000

Clients

182

55% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$384,231

About

Schorpp Capital Management provides portfolio management and financial planning services to individual and high‑net‑worth clients and also offers standalone consultations to people who do not place assets under the firm’s management. The firm works directly with clients on ongoing account oversight as well as discrete planning engagements.

The firm follows a passive, asset‑class investment approach grounded in diversification, low costs, and attention to the tax implications of investment decisions; it generally implements this strategy using funds from Dimensional Fund Advisors and states a belief that markets are efficiently priced. Portfolio reviews are conducted on a regular basis and discretionary authority is typically used to execute the stated investment plan.

A feature that differentiates the firm from many peers is that it offers insurance products as part of the financial planning process, integrating insurance advice into broader planning when appropriate. The practice also identifies college financial planning as a growing area of focus and notes it maintains a single custodian relationship while declining soft‑dollar or research arrangements.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Passive / index investing

Fee options

Percentage

0.75% to 1.00% annually

Project-based

$250 per hour

Other

Account minimum: $750,000 Fee-only: $250 per hour for consultations and financial planning without asset management

Main office location

Schorpp Capital Management

1200 Tices Ln., Suite 106

East Brunswick NJ 08816, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

Website 732-387-2054

Advisors at this firm

Wayne S

CFP®

North Brunswick, NJ

Schorpp Capital Management

Wayne Schorpp is a CFP® professional with 21 years of industry experience and is the managing partner at Schorpp, Collier, a CPA firm where he has been a partner for approximately 16 years. He has been with Schorpp, Collier since 1997 and manages both accounting and practice operations. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing a passive, asset-class investment approach focused on diversification, low costs, and tax considerations. The firm also integrates insurance products into its financial planning process and offers specialized college financial planning services.

College savings (529s, UTMA, etc.) Passive / index investing

Douglas S

Series 63, Series 65

North Brunswick, NJ

Schorpp Capital Management

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.

College savings (529s, UTMA, etc.) Passive / index investing

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