Schmidt, Jacob Aaron
● SEC registered since 2022CRD 121034SEC# 801-123630Fort Wayne, IN
Reg. AUM
$212.6M
Employees
7
Accounts
1,067
Location
Fort Wayne, IN
Schmidt, Jacob Aaron assets under management
Schmidt, Jacob Aaron operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2022. It reports $212.6 million in regulatory assets under management and employs 7 people.
Schmidt, Jacob Aaron owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Aaron Schmidt Control | Owner/Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Schmidt, Jacob Aaron manage?
Schmidt, Jacob Aaron reports $212.6 million in regulatory assets under management on its Form ADV.
How many employees does Schmidt, Jacob Aaron have?
Schmidt, Jacob Aaron reports 7 employees.
Where is Schmidt, Jacob Aaron located?
Schmidt, Jacob Aaron is based in Fort Wayne, IN and has been SEC-registered since 2022.
Does Schmidt, Jacob Aaron disclose fund performance?
Schmidt, Jacob Aaron is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804 |
| Phone | 260-469-3218 |
| Fax | 260-469-3220 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$212.6M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$212.6Mregulatory AUM
Discretionary $212.1MNon-discretionary $552K