PJS INVESTMENT MANAGEMENT

Legal name: P. J. SCHMIDT INVESTMENT MANAGEMENT, INC

CRD 104701File 801-16815

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$852.0M

Above cohort median (national)

Discretionary AUM

$826.8M

Non-discretionary $25.3M

Clients

474

1,368 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 20, 1982
Principal office: W62N570 WASHINGTON AVENUE, CEDARBURG, WI, 53012
Phone: 262-377-0484
Website: HTTP://PJSINVESTMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $852.0M
Discretionary AUM: $826.8M
Non-discretionary AUM: $25.3M
Discretionary accounts: 1,352
Non-discretionary accounts: 16
Total accounts: 1,368
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$1.3M
Charitable organizations	5	$16.2M
High net worth individuals	188	$722.0M
Pension and profit sharing plans	9	$23.8M
Individuals (other than high net worth individuals)	266	$88.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.