RIA Intel›Advisers›Michigan›SCHAFER INVESTMENT GROUP, INC.

SCHAFER INVESTMENT GROUP, INC.

Advisory

MT. PLEASANT, MI

Data as of May 28, 2026 · Source: SEC Form ADV

Average account

$52K

across 1 accounts

AUM per adviser

$52K

1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$52K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52K

Discretionary AUM$0

Non-Discretionary AUM$52K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

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

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

STEPHEN F. HILL AND ASSOCIATES L.L.C.

$45K

THE RSD GROUP, LLC

GRAND RAPIDS, MI

$38K

OIKONOMOS ASSET MANAGEMENT, LLC

$104K

R3I, LLC

BIRMINGHAM, MI

$125K

Get the full picture on SCHAFER INVESTMENT GROUP, INC.

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

Create a free account →See plans