Schwartz & Co.
Bloomfield Hills, MI·SEC-registered · CRD #7294
Schwartz & Co. is an SEC-registered investment advisory firm in Bloomfield Hills, MI managing $10B across 3.5k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
3.5k
Advisory staff
23
Fee model
Fee-based
How Schwartz & Co. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Schwartz & Co.
How much does Schwartz & Co. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Schwartz & Co. reports $10B in regulatory assets under management across roughly 3.5k client accounts.
How does Schwartz & Co. charge?
Schwartz & Co. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Schwartz & Co. a fiduciary?
Yes. Schwartz & Co. is registered with the U.S. Securities and Exchange Commission (CRD #7294), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Schwartz & Co. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Schwartz & Co. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Schwartz & Co.'s public SEC Form ADV filing (CRD #7294, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Schwartz & Co.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Schwartz & Co.? Claim this profile.