Schauer Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also serves pension/profit‑sharing plans and pooled investment vehicles. The firm advises on a range of investment types including equities, fixed income, mutual funds and real estate funds, and may use options and margin as part of its strategies.
The firm documents client objectives in an Investment Policy Statement, applies fundamental analysis, and conducts quarterly account reviews while generally trading on a discretionary basis through a recommended custodian. It states a policy of seeking fair and equitable allocation of investment opportunities among clients and delivers regular account reporting from the custodian.
Schauer is notable among peers for advising and sponsoring a private fund and managing pooled investment vehicles, a practice the brochure discloses along with related conflicts of interest and affiliation with accounting services. It also offers performance‑based fee arrangements and discloses performance results, and recently transitioned to SEC registration—features that are uncommon for firms of its size and category.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
15.00% performance fee on capital appreciation if portfolio rises at least 8% in calendar year with 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 5 years of industry experience. He holds a Series 65 designation and has been involved with Schauer Investment Management since 2014. Outside of financial advising, he works as a freelance musician. Schauer Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly rather than outsourcing to third-party managers.
William F
Series 65
Northridge, CA
Schauer Investment Management, Inc.
William Fowls is a financial advisor at Schauer Investment Management, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental analysis, documents client objectives in an Investment Policy Statement, and conducts quarterly account reviews, managing a range of investment types including equities, fixed income, mutual funds, and real estate funds.
Craig S
Series 65
Northridge, CA
Schauer Investment Management, Inc.
Craig Schauer is a Series 65-licensed advisor with Schauer Investment Management, Inc., where he has worked since 2016. He has nine years of industry experience and over 30 years as a CPA through his accounting practice, Craig Schauer CPA. Outside of financial advising, he is a partner in the Hollywood Rivera Car Wash in Redondo Beach, CA. Schauer Investment Management provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly without outsourcing to third-party managers.
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