RIA Intel›Advisers›Indiana›SCHACHT VALUE INVESTORS, LLC

SCHACHT VALUE INVESTORS, LLC

Advisory

SOUTH BEND, IN

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$526K

across 73 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IN, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

51 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

RELEVANT FINANCIAL ADVISORS LLC

$39M

UNIFIED INVESTMENT ADVISERS, INC.

INDIANAPOLIS, IN

$39M

O'DONNELL PORTFOLIO MANAGEMENT, INC.

$39M

$39M

HERNDON INVESTMENT MANAGEMENT, LLC

$38M

MWM ADVISORY GROUP, LLC

$39M

Get the full picture on SCHACHT VALUE INVESTORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SCHACHT VALUE INVESTORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans