Schorpp Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schorpp Capital Management provides portfolio management and financial planning services to individual and high‑net‑worth clients and also offers standalone consultations to people who do not place assets under the firm’s management. The firm works directly with clients on ongoing account oversight as well as discrete planning engagements.
The firm follows a passive, asset‑class investment approach grounded in diversification, low costs, and attention to the tax implications of investment decisions; it generally implements this strategy using funds from Dimensional Fund Advisors and states a belief that markets are efficiently priced. Portfolio reviews are conducted on a regular basis and discretionary authority is typically used to execute the stated investment plan.
A feature that differentiates the firm from many peers is that it offers insurance products as part of the financial planning process, integrating insurance advice into broader planning when appropriate. The practice also identifies college financial planning as a growing area of focus and notes it maintains a single custodian relationship while declining soft‑dollar or research arrangements.
Client services
Expertise
Fee options
0.75% to 1.00% annually
$250 per hour
Account minimum: $750,000 Fee-only: $250 per hour for consultations and financial planning without asset management
Main office
623 Georges Rd.
North Brunswick NJ 08902
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Schorpp Capital Management · Schorpp Capital Management, Pc · Schorpp College Funding Strategies
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Wayne S
CFP®
North Brunswick, NJ
Schorpp Capital Management
Wayne Schorpp is a CFP® professional with 21 years of industry experience and is the managing partner at Schorpp, Collier, a CPA firm where he has been a partner for approximately 16 years. He has been with Schorpp, Collier since 1997 and manages both accounting and practice operations. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing a passive, asset-class investment approach focused on diversification, low costs, and tax considerations. The firm also integrates insurance products into its financial planning process and offers specialized college financial planning services.
Douglas S
Series 63, Series 65
North Brunswick, NJ
Schorpp Capital Management
Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.
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