RIA Intel›Advisers›Indiana›SCHMIDT, JACOB AARON

SCHMIDT, JACOB AARON

Advisory

N·FORT WAYNE, IN

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

Total AUM

$213M

1-Year AUM Growth

+56.0%

3-Year CAGR

+9.4%

Employees

7

Assets Under Management

Total AUM$213M

Discretionary AUM$212M

Non-Discretionary AUM$552K

Discretionary %99.7%

Total Clients472

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record8

First FilingMar 7, 2022

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SCHMIDT, JACOB AARON

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.