{ "crd_number": 107630, "slug": "schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630", "primary_business_name": "SCHAPER BENZ & WISE INVESTMENT COUNSEL INC", "legal_name": "SCHAPER BENZ & WISE INVESTMENT COUNSEL INC", "dbas": [], "city": "Neenah", "state": "WI", "country": "United States", "cbsa_code": "36780", "metro": { "cbsa_code": "36780", "common_name": "Oshkosh", "msa_name": "Oshkosh-Neenah, WI", "path": "/advisors/wi/oshkosh" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1992-04-16", "years_registered": 34, "period": "2026-10-01", "filing_date": "2026-07-09", "carried_forward": false, "raum_total": 1761356913.0, "raum_discretionary": 1737577182.0, "raum_non_discretionary": 23779731.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 15, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 25494147.0, "count": 7 }, "individuals": { "raum": 34044328.0, "count": 111 }, "pension_profit_sharing": { "raum": 26069080.0, "count": 6 }, "high_net_worth_individuals": { "raum": 1674914269.0, "count": 277 }, "corporations_other_businesses": { "raum": 835089.0, "count": 2 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "GA", "IL", "MN", "NC", "NE", "NH", "NY", "SC", "TX", "UT", "WA", "WI" ], "websites": [ "https://linkedin.com/COMPANY/SCHAPER-BENZ-&-WISE-INVESTMENT-COUNSEL-INC/MYCOMPANY", "https://login.bdreporting.com/AUTH/SBW/SIGNIN", "https://sbw-invest.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107630", "city_as_filed": "NEENAH", "url": "https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630", "display_name": "Schaper Benz & Wise Investment Counsel Inc", "summary": "Schaper Benz & Wise Investment Counsel Inc is an SEC-registered investment advisory firm in Neenah, WI, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.", "citation": "AdvisorCensus. Schaper Benz & Wise Investment Counsel Inc (CRD 107630): 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", "Other" ], "quick_answers": [ { "q": "How is Schaper Benz & Wise Investment Counsel Inc compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Schaper Benz & Wise Investment Counsel 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." }, { "q": "Where is Schaper Benz & Wise Investment Counsel Inc located?", "a": "Schaper Benz & Wise Investment Counsel Inc's principal office is in Neenah, WI, according to its Form ADV." }, { "q": "Is Schaper Benz & Wise Investment Counsel Inc registered with the SEC or a state?", "a": "Schaper Benz & Wise Investment Counsel Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 107630." }, { "q": "How much does Schaper Benz & Wise Investment Counsel Inc manage?", "a": "Schaper Benz & Wise Investment Counsel Inc reports $1,761,356,913 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (99% discretionary)." }, { "q": "How have Schaper Benz & Wise Investment Counsel Inc's assets and staff changed since 2021?", "a": "In the Form ADV data for Schaper Benz & Wise Investment Counsel Inc: Regulatory assets under management: $1,191,666,654 in the October 2021 data and $1,761,356,913 in the October 2026 data, up 48%. Total employees: 16 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Schaper Benz & Wise Investment Counsel Inc serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (277); individuals (other than high net worth individuals) (111); charitable organizations (7)." }, { "q": "Which custodians does Schaper Benz & Wise Investment Counsel Inc use?", "a": "Schaper Benz & Wise Investment Counsel Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Schaper Benz & Wise Investment Counsel Inc 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/107630" }, { "q": "What changed in Schaper Benz & Wise Investment Counsel Inc's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,574,160,063 to $1,761,356,913 (+12%). Registered or notice-filed in GA, NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1191666654.0, "total_employees": 16, "filing_date": "2021-03-19" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1427964186.0, "total_employees": 16, "filing_date": "2022-06-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1199955792.0, "total_employees": 13, "filing_date": "2023-03-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1399324211.0, "total_employees": 14, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1574160063.0, "total_employees": 15, "filing_date": "2025-03-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1761356913.0, "total_employees": 15, "filing_date": "2026-07-09" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,574,160,063 to $1,761,356,913 (+12%).", "Registered or notice-filed in GA, NY." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "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/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 111, "fewer_than_5": false, "raum": 34044328.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 277, "fewer_than_5": false, "raum": 1674914269.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 6, "fewer_than_5": false, "raum": 26069080.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 7, "fewer_than_5": false, "raum": 25494147.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 2, "fewer_than_5": false, "raum": 835089.0 } ], "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/107630", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }