Blake Schutter Theil Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,487,894
Clients
165
Advisors
2
of 6 employees
About
Blake Schutter Theil Wealth Advisors provides comprehensive financial planning, discretionary portfolio management, and investment consulting to a mix of individual and institutional clients. The firm’s client base includes individual and high-net-worth households as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities.
The firm emphasizes a documented, goal‑oriented planning process that begins with an intensive fact‑finding session and extends through implementation and ongoing oversight, including coordination with other professionals. Investment work combines strategic and tactical asset allocation across mutual funds, ETFs and separately managed accounts, with discretionary management for most assets and a managed non‑discretionary option that the adviser reviews semi‑annually on request.
Notable distinctions in the brochure include an explicit affiliation with Culmen Real Estate Services, Inc., which provides property management and real estate asset management support (including buy/sell/repurpose advice, lease negotiation and debt structuring), and several advisory representatives who are also CPAs and offer accounting services separately. The firm also describes institutional retirement plan consulting with participant education and operates a relatively concentrated team overseeing roughly $459 million in client assets, features that differentiate its mix of capabilities from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% above $3,000,000+: 0.50%
Hourly fees for wealth management services ranging from $150 to $250 per hour
Account minimum: $500,000 Minimum fee: Minimum monthly fee may be charged if account falls below $500,000 Fee-only: Annual investment management fees based on percentage of assets under management, negotiable; financial planning fees may be charged separately or combined
Main office
7777 Washington Village Dr., Suite 120
Dayton OH 45459
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
Blake Schutter Theil Wealth Advisors, LLC · Blake Schutter Wealth · Blake Schutter Wealth Advisors · Blake Schutter Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew T
Series 63, Series 66
Dayton, OH
Blake Schutter Theil Wealth Advisors, LLC
Matthew Theil is a financial advisor with Blake Schutter Theil Wealth Advisors, LLC in Dayton, Ohio, holding Series 63 and Series 66 licenses and with 18 years of industry experience. Prior to joining Blake Schutter Theil Wealth Advisors in 2024, he was with Ray|Theil Wealth Management for 13 years. He is also the owner of a tax services business. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, providing comprehensive financial planning, investment management, and consulting. The firm employs a goal-oriented planning process and a strategic asset allocation approach, managing approximately $463 million in client assets with a team of four advisors.
Mark S
Series 65
Dayton, OH
Blake Schutter Theil Wealth Advisors, LLC
Mark Schutter is a Series 65 licensed advisor at Blake Schutter Theil Wealth Advisors, LLC with 16 years of industry experience. He has held leadership roles as President and CIO at multiple affiliated investment entities and serves on several nonprofit boards, including the Greene County Community Foundation and Goodwill Easter Seals Miami Valley. Schutter is also involved in community sports as treasurer of the Centerville Baseball League and participates on the University of Dayton Davis Center for Portfolio Management advisory board. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a goal-oriented planning process and implements portfolios through strategic and tactical asset allocation across mutual funds, ETFs, and separately managed accounts.
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