RIA Intel›Advisers›California›SCHMIDT,SCOTLAND,COTTIER

SCHMIDT,SCOTLAND,COTTIER

Advisory

CA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in CA
#4,278
of 5,480 advisers by AUM
Average account
$3M
across 8 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, WY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

LEGACY FINANCIAL GROUP, LLC
TORRANCE, CA
$20M
-23.4% 1Y
TDIRECTION ASSET MANAGEMENT
SAN FRANCISCO, CA
$20M
ATHENA ASSET MANAGEMENT & RESEARCH, LLC
SAN FRANCISCO, CA
$20M
-28.6% 1Y
ST. CLAIRE CAPITAL MANAGEMENT, INC.
GREENBRAE, CA
$20M
PARAIBA WEALTH MANAGEMENT LLC
$20M
PRIMARY FUNDS, LLC
SAN RAFAEL, CA
$20M
-27.1% 1Y

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