RIA Intel›Advisers›North Dakota›SCHWARTZ INVESTMENT MANAGEMENT CO.

SCHWARTZ INVESTMENT MANAGEMENT CO.

Advisory

DICKINSON, ND

Data as of May 13, 2026 · Source: SEC Form ADV

Average account

$291K

across 65 accounts

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InND

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

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

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Advisers of similar size in ND

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

TRITON INVESTMENTS, LLC

$17M

FORTIFY FINANCIAL GROUP, LLC

$17M

BONA FIDE FINANCE, LLC

$16M

EIGHTH WONDER INVESTMENTS LLC

$13M

FLYWAY FINANCIAL LLC

$8M

SHOCKMAN FINANCIAL COMPANIES LLC

$36M

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