Schwartz Investment Counsel Inc
● SEC registered since 1988CRD 104693SEC# 801-32773Plymouth, MI
Reg. AUM
$3.79B
Employees
20
Accounts
77
Location
Plymouth, MI
Schwartz Investment Counsel Inc assets under management
Schwartz Investment Counsel Inc is an investment advisory firm registered with the SEC based in Plymouth, MI. The firm has been registered since 1988. It reports $3.8 billion in regulatory assets under management and employs 20 people.
Schwartz Investment Counsel Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Scott Scheitler | Senior Vice President | Under 5% | 2024 |
| Cathy Marie Stoner | Chief Compliance Officer, Vice President, Chief Financial Officer | Under 5% | 2014 |
| Edward Farragher | Director | Under 5% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Schwartz Investment Counsel Inc manage?
Schwartz Investment Counsel Inc reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Schwartz Investment Counsel Inc have?
Schwartz Investment Counsel Inc reports 20 employees.
Where is Schwartz Investment Counsel Inc located?
Schwartz Investment Counsel Inc is based in Plymouth, MI and has been SEC-registered since 1988.
Does Schwartz Investment Counsel Inc disclose fund performance?
Schwartz Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170 |
| Phone | 7344557777 |
| Fax | 7344557720 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 909151 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.79B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$3.79Bregulatory AUM
Discretionary $3.79B