{
  "crd_number": 292661,
  "slug": "blake-schutter-theil-wealth-advisors-llc-dayton-oh-292661",
  "primary_business_name": "BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC",
  "legal_name": "BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Dayton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-23",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 459456067.0,
  "raum_discretionary": 446972307.0,
  "raum_non_discretionary": 12483760.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2739764.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24561463.0,
      "count": 85
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 15383138.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 324926431.0,
      "count": 80
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 91845271.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH"
  ],
  "websites": [
    "https://bstwealthadvisors.com",
    "https://linkedin.com/company/bst-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292661",
  "city_as_filed": "DAYTON",
  "url": "https://advisorcensus.com/firm/blake-schutter-theil-wealth-advisors-llc-dayton-oh-292661",
  "display_name": "Blake Schutter Theil Wealth Advisors, LLC",
  "summary": "Blake Schutter Theil Wealth Advisors, LLC is an SEC-registered investment advisory firm in Dayton, OH, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Blake Schutter Theil Wealth Advisors, LLC (CRD 292661): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Blake Schutter Theil Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blake Schutter Theil Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Blake Schutter Theil Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $150 to $250 an hour (existing Financial Planning clients of RTWM). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Blake Schutter Theil Wealth Advisors, LLC located?",
      "a": "Blake Schutter Theil Wealth Advisors, LLC's principal office is in Dayton, OH, according to its Form ADV."
    },
    {
      "q": "Is Blake Schutter Theil Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Blake Schutter Theil Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 292661."
    },
    {
      "q": "How much does Blake Schutter Theil Wealth Advisors, LLC manage?",
      "a": "Blake Schutter Theil Wealth Advisors, LLC reports $459,456,067 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary)."
    },
    {
      "q": "How have Blake Schutter Theil Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Blake Schutter Theil Wealth Advisors, LLC: Regulatory assets under management: $181,401,755 in the October 2021 data and $459,456,067 in the October 2026 data, up 153%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blake Schutter Theil Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (80); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Blake Schutter Theil Wealth Advisors, LLC use?",
      "a": "Blake Schutter Theil Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blake Schutter Theil Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292661"
    },
    {
      "q": "Does Blake Schutter Theil Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"The Adviser generally requires an account minimum of $500,000 for investment management services.\" \"The Adviser may reduce or waive its minimum asset requirement based upon certain factors, like anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client and other considerations.\""
    },
    {
      "q": "What changed in Blake Schutter Theil Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 181401755.0,
      "total_employees": 5,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 213409240.0,
      "total_employees": 5,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195748736.0,
      "total_employees": 5,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 456465927.0,
      "total_employees": 5,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 463314011.0,
      "total_employees": 5,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 459456067.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $250 an hour (existing Financial Planning clients of RTWM)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Adviser generally requires an account minimum of $500,000 for investment management services.",
          "The Adviser may reduce or waive its minimum asset requirement based upon certain factors, like anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client and other considerations."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $250 an hour (existing Financial Planning clients of RTWM)"
        ],
        "quotes": [
          "Their existing rate was negotiable but generally consisted of an hourly rate of $150 to $250 an hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 250.0,
          "period": "hour",
          "service": "existing Financial Planning clients of RTWM"
        }
      ]
    },
    "quotes": [
      "The Adviser generally requires an account minimum of $500,000 for investment management services.",
      "The Adviser may reduce or waive its minimum asset requirement based upon certain factors, like anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client and other considerations.",
      "Their existing rate was negotiable but generally consisted of an hourly rate of $150 to $250 an hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/blake-schutter-theil-wealth-advisors-llc-dayton-oh-292661.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 24561463.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 324926431.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 15383138.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2739764.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 91845271.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292661",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}