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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 Aug 17, 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 |
|---|---|---|---|
| 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.