← Directory
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD 120952File 801-61219
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $47.9M
Clients
475
1,155 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 31, 2002
- Principal office
- 200 SOUTH LOS ROBLES AVENUE, SUITE 510, PASADENA, CA, 91101
- Phone
- 626.584.6168
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $47.9M
- Discretionary accounts
- 1,102
- Non-discretionary accounts
- 53
- Total accounts
- 1,155
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.8M |
| Charitable organizations | Fewer than 5 | $2.1M |
| High net worth individuals | 183 | $867.0M |
| Pension and profit sharing plans | 5 | $17.0M |
| Individuals (other than high net worth individuals) | 276 | $100.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 17, 2026 | Clients | 481 | 475 |
| 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.

