SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

CRD 107630File 801-39679

APPROVED

Retail clients

Custody

Filing as of Jul 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.76B

Top 25% of cohort (national)

Discretionary AUM

$1.74B

Non-discretionary $23.8M

Clients

403

1,077 accounts

Employees

Top 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 16, 1992
Principal office: 40 JEWELERS PARK DR, STE 200, NEENAH, WI, 54956
Phone: 920-727-1137
Website: HTTP://WWW.SBW-INVEST.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.76B
Discretionary AUM: $1.74B
Non-discretionary AUM: $23.8M
Discretionary accounts: 1,069
Non-discretionary accounts: 8
Total accounts: 1,077
AUM per client: $4.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$835K
Charitable organizations	7	$25.5M
High net worth individuals	277	$1.67B
Pension and profit sharing plans	6	$26.1M
Individuals (other than high net worth individuals)	111	$34.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
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.