RIA Intel›Advisers›Virginia›SCHWARZ FINANCIAL SERVICES LLC

SCHWARZ FINANCIAL SERVICES LLC

Advisory

TYSONS, VA

Data as of Nov 25, 2025 · Source: SEC Form ADV

Average account

$206K

across 68 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 25, 2025.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$9M

Non-Discretionary AUM$5M

Discretionary %65.4%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, DC, FL, MD, VA

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

70 clients

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

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