Schechter Investment Advisors, LLC
CRD 169114SEC# 801-78607Birmingham, MI
No longer SEC-registered. Schechter Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.94B
Employees
30
Accounts
3,076
Location
Birmingham, MI
Schechter Investment Advisors, LLC assets under management
Schechter Investment Advisors, LLC operates as an SEC-registered investment adviser based in Birmingham, MI. It reports $3.9 billion in regulatory assets under management and employs 30 people.
Schechter Investment Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian John MacKey | Chief Operating Officer | Under 5% | 2025 |
| Florence Affatato Control | Chief Compliance Officer | Under 5% | 2022 |
| Marc Rodney Schechter Control | Chief Executive Officer | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Schechter Investment Advisors, LLC manage?
Schechter Investment Advisors, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Schechter Investment Advisors, LLC have?
Schechter Investment Advisors, LLC reports 30 employees.
Where is Schechter Investment Advisors, LLC located?
Schechter Investment Advisors, LLC is based in Birmingham, MI.
Does Schechter Investment Advisors, LLC disclose fund performance?
Schechter Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 E. Merrill Street, Suite 400, Birmingham, MI 48009 |
| Office hours | 8:30 - 5:00 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.94B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.94Bregulatory AUM
Discretionary $3.57BNon-discretionary $374.1M