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SCHWARTZ INVESTMENT COUNSEL INC
CRD 104693File 801-32773
APPROVED
Retail clients
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.74B
Top 25% of cohort (national)
Discretionary AUM
$3.74B
Clients
32
74 accounts
Employees
20
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 29, 1988
- Principal office
- 801 W. ANN ARBOR TRAIL, STE 244, PLYMOUTH, MI, 48170
- Phone
- 7344557777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.74B
- Discretionary AUM
- $3.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 74
- Non-discretionary accounts
- 0
- Total accounts
- 74
- AUM per client
- $116.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.7M |
| Investment companies | 1 | $3.64B |
| Charitable organizations | 6 | $3.9M |
| High net worth individuals | 19 | $58.9M |
| Pension and profit sharing plans | 6 | $21.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $175K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 31 | 32 | increased by1 |
| Apr 1, 2026 | AUM | $3,650,060,644 | $3,785,346,844 | increased by$135,286,200 |
| Apr 1, 2026 | Accounts | 79 | 77 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 31 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,228,958,914 | $3,650,060,644 | increased by$421,101,730 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 81 | 79 | decreased by2 |
| Apr 1, 2022 | Clients | 28 | 30 | increased by2 |
| Apr 1, 2022 | AUM | $2,792,205,147 | $3,228,958,914 | increased by$436,753,767 |
| Apr 1, 2022 | Accounts | 75 | 81 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCHWARTZ INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHWARTZ INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.