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BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD 292661File 801-117244
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$459.5M
Above cohort median (national)
Discretionary AUM
$447.0M
Non-discretionary $12.5M
Clients
192
432 accounts
Employees
6
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 23, 2019
- Principal office
- 7777 WASHINGTON VILLAGE DR., SUITE 120, DAYTON, OH, 45459
- Phone
- 9379567875
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $459.5M
- Discretionary AUM
- $447.0M
- Non-discretionary AUM
- $12.5M
- Discretionary accounts
- 431
- Non-discretionary accounts
- 1
- Total accounts
- 432
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $91.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $2.7M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 80 | $324.9M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 8 | $15.4M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 85 | $24.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 176 | 192 | increased by16 |
| Apr 1, 2026 | AUM | $463,314,011 | $459,456,067 | decreased by$3,857,944 |
| Apr 1, 2026 | Accounts | 406 | 432 | increased by26 |
| Feb 1, 2026 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 176 | increased by147 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $213,409,240 | $463,314,011 | increased by$249,904,771 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74 | 406 | increased by332 |
| Apr 1, 2022 | Clients | 23 | 29 | increased by6 |
| Apr 1, 2022 | AUM | $181,401,755 | $213,409,240 | increased by$32,007,485 |
| Apr 1, 2022 | Accounts | 69 | 74 | increased by5 |
| 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 “BLAKE SCHUTTER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLAKE SCHUTTER” 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.