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SCHWARTZ & CO.
Legal name: GREGORY J. SCHWARTZ & CO., INC.
CRD 7294File 801-62856
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.49B
Top 10% of cohort (national)
Discretionary AUM
$180.6M
Non-discretionary $10.31B
Clients
1,737
1,737 accounts
Employees
30
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 15, 2004
- Principal office
- 3707 W. MAPLE RD, STE 201, BLOOMFIELD HILLS, MI, 48301
- Phone
- 248-644-2701
- Website
- Https://www.gjsco.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.49B
- Discretionary AUM
- $180.6M
- Non-discretionary AUM
- $10.31B
- Discretionary accounts
- 18
- Non-discretionary accounts
- 1,719
- Total accounts
- 1,737
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 83 | $451.3M |
| Charitable organizations | 57 | $103.6M |
| High net worth individuals | 637 | $1.45B |
| Pension and profit sharing plans | 193 | $7.86B |
| State or municipal government entities | 2 | $19.5M |
| Individuals (other than high net worth individuals) | 765 | $598.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- 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
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
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 | 1,835 | 1,737 | decreased by98 |
| Apr 1, 2026 | AUM | $9,070,033,429 | $10,489,459,567 | increased by$1,419,426,138 |
| Apr 1, 2026 | Accounts | 1,835 | 1,737 | decreased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 30 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,070 | 1,835 | increased by765 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,798,984,434 | $9,070,033,429 | increased by$3,271,048,995 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,070 | 1,835 | increased by765 |
| Jul 1, 2022 | Employees | 25 | 27 | increased by2 |
| Jul 1, 2022 | Clients | 1,271 | 1,070 | decreased by201 |
| Jul 1, 2022 | AUM | $5,610,945,745 | $5,798,984,434 | increased by$188,038,689 |
| Jul 1, 2022 | Accounts | 1,271 | 1,070 | decreased by201 |
| Jul 1, 2021 | Employees | 24 | 25 | increased by1 |
| Jul 1, 2021 | Clients | 1,246 | 1,271 | increased by25 |
| Jul 1, 2021 | AUM | $4,011,048,003 | $5,610,945,745 | increased by$1,599,897,742 |
| Jul 1, 2021 | Accounts | 1,246 | 1,271 | increased by25 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCHWARTZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHWARTZ” 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.