Schauer Investment Management, Inc.
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About
Schauer Investment Management, Inc. provides discretionary portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and pooled investment vehicles. The firm prepares an individual Investment Policy Statement for each client and offers ongoing portfolio monitoring and reporting as part of its advisory services.
The firm’s investment process is driven by fundamental analysis with a primary emphasis on equities, and it uses long‑term trading as well as margin and options strategies where appropriate. Schauer typically trades under discretionary authority, conducts quarterly account reviews, and offers both asset‑based and performance‑based fee arrangements for qualified clients.
What distinguishes Schauer from many peers is its involvement with pooled and private fund structures: the firm manages a related private fund and serves in sponsor/manager roles for pooled investment vehicles and a partnership lending vehicle, handling fund receipts and distributions. The firm also discloses affiliations with an accounting practice and acknowledges limited custody over fund assets, engaging an independent accountant to perform an annual custody audit and disclosing related conflicts of interest when recommending its private fund to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Annual fee of 1.00% of assets under management plus 15.00% performance fee on capital appreciation meeting an 8% annual return with a high water mark
Main office
17024 Lassen St
Northridge CA 91325
Advisors at this office
3
Most active in
California
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Kyle S
Series 65
Northridge, CA
Schauer Investment Management, Inc.
Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with a Series 65 designation and five years of industry experience. He has been associated with Schauer Investment Management since 2014 and has also worked as a self-employed professional since 2016. Outside of his advisory work, Kyle is a freelance musician. Schauer Investment Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on equities and incorporates long-term trading, margin, and options strategies as appropriate.
William F
Series 65
Northridge, CA
Schauer Investment Management, Inc.
William Fowls is a financial advisor at Schauer Investment Management, Inc. in Northridge, CA, holding a Series 65 designation with two years of industry experience. He previously worked at Allstate for two years before joining Schauer Investment Management. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental equity analysis and manages private and pooled funds, offering customized investment policy statements and ongoing portfolio monitoring.
Craig S
Series 65
Northridge, CA
Schauer Investment Management, Inc.
Craig Schauer is a Series 65 licensed financial advisor with 10 years of experience at Schauer Investment Management, Inc. He has been a CPA since 1990 and is a partner in a car wash business in Redondo Beach, CA. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, focusing on fundamental equity analysis and using long-term trading as well as margin and options strategies. The firm is also involved in managing private funds and serves as sponsor and manager for pooled investment vehicles.
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