RIA Intel›Advisers›North Dakota›JAMES A SCHMIDT, INC.

JAMES A SCHMIDT, INC.

Advisory

FARGO, ND

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in ND

#18

of 19 advisers by AUM

Average account

$550K

across 175 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN, ND

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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COMPLETE INVESTMENT ADVISORY, LLC

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$77M

RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

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