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SCHWARZ INVESTMENT PARTNERS
CRD 113556File 801-123523
APPROVED
Retail clients
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.9M
Bottom 25% of cohort (national)
Discretionary AUM
$184.9M
Clients
717
913 accounts
Employees
3
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 27, 2022
- Principal office
- 323 RAILROAD, SILVER LAKE, KS, 66539
- Phone
- (785) 582-5805
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.9M
- Discretionary AUM
- $184.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 913
- Non-discretionary accounts
- 0
- Total accounts
- 913
- AUM per client
- $258K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.4M |
| Charitable organizations | Fewer than 5 | $195K |
| High net worth individuals | 21 | $40.7M |
| Pension and profit sharing plans | Fewer than 5 | $555K |
| Individuals (other than high net worth individuals) | 693 | $140.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.