# Schafer Investment Group, Inc.

> Schafer Investment Group, Inc. is a state-registered investment advisory firm in Mt. Pleasant, MI, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 337977
- Filed as: SCHAFER INVESTMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt. Pleasant, MI
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337977
- AdvisorCensus page: https://advisorcensus.com/firm/schafer-investment-group-inc-mt-pleasant-mi-337977

## Quick answers

**How is Schafer Investment Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Schafer Investment Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schafer Investment Group, Inc. located?**
Schafer Investment Group, Inc.'s principal office is in Mt. Pleasant, MI, according to its Form ADV.

**Is Schafer Investment Group, Inc. registered with the SEC or a state?**
Schafer Investment Group, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337977.

**How much does Schafer Investment Group, Inc. manage?**
Schafer Investment Group, Inc. reports $52,018 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (0% discretionary).

**Does Schafer Investment Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337977

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,018
- Discretionary: $0
- Non-discretionary: $52,018

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $52,018 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schafer Investment Group, Inc. (CRD 337977): Form ADV filing data as of October 2026.