RIA Intel›Advisers›California›SCHNIEDERS CAPITAL MANAGEMENT, LLC.

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Advisory

N·PASADENA, CA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

-33.0%

3-Year CAGR

-10.7%

Employees

2

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.0B

Non-Discretionary AUM$48M

Discretionary %95.5%

Total Clients467

Team

Total Employees2

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingMay 28, 2002

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 24+ 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 SCHNIEDERS CAPITAL MANAGEMENT, LLC.

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