A complete list of active advisors currently associated with Schmitz Capital Partners, LLC

Warmer can help you find a great advisor at Schmitz Capital Partners, LLC or one who fits your needs even better.

Schmitz Capital Partners works primarily with individual and high‑net‑worth clients and also serves trusts, pension plans, and other institutional clients, delivering asset management, financial planning, and pension consulting across approximately $125 million in assets under management. Its advisory offerings include an advisor‑managed Vision2020 Wealth Management platform with execution and custody through Pershing, as well as RASA 044 advisory accounts for load‑waived and no‑load mutual funds. The firm describes a proactive, holistic approach that tailors portfolios using asset‑allocation planning software, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing, and it employs fundamental and cyclical analysis with both long‑ and short‑term strategies. Managed accounts are reviewed at least annually, and the firm conducts heightened due diligence on certain alternative investments, including outside legal, accounting, and site‑level reviews when appropriate. Operationally, the brochure discloses that the firm’s management persons are registered representatives of Osaic Wealth and are licensed insurance agents, and that advisory representatives may sell commissionable securities and insurance products in their registered capacity, a dual role the firm monitors for suitability and conflicts. The firm also notes specific practice details that differ from many peers — it participates in Osaic Wealth’s brokerage/custodial and research arrangements and has a policy to credit mutual‑fund 12b‑1 fees back to client accounts (effective February 2016).

To learn more about the advisors currently working at Schmitz Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Schmitz	Mill Valley, CA	22
Steven Schmitz	Mill Valley, CA	40

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