RIA Intel›Advisers›Georgia›SCHUMPERT INVESTMENTS, LLC

SCHUMPERT INVESTMENTS, LLC

Advisory

GA

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

Average account

$49K

across 170 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

69 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 GA

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

HORIZON ADVISORS, LLC

$8M

PLUNKETT & ASSOCIATES, INC.

$8M

ASSET PROTECTION GROUP, LLC

$8M

ALPHASTREAM PORTFOLIOS, INC.

$8M

REAGAN FINANCIAL PLANNING LLC

$8M

BLUESTONE WEALTH PLANNING, LLC

$8M

Get the full picture on SCHUMPERT INVESTMENTS, LLC

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

Create a free account →See plans