# Schmitz Capital Partners, LLC

> Schmitz Capital Partners, LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 105702
- Filed as: SCHMITZ CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105702
- AdvisorCensus page: https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702

## Quick answers

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

**Where is Schmitz Capital Partners, LLC located?**
Schmitz Capital Partners, LLC's principal office is in Mill Valley, CA, according to its Form ADV.

**Is Schmitz Capital Partners, LLC registered with the SEC or a state?**
Schmitz Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105702.

**How much does Schmitz Capital Partners, LLC manage?**
Schmitz Capital Partners, LLC reports $131,993,452 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**How have Schmitz Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Schmitz Capital Partners, LLC: Regulatory assets under management: $106,066,659 in the October 2021 data and $131,993,452 in the October 2026 data, up 24%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schmitz Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (207); individuals (other than high net worth individuals) (16).

**Does Schmitz Capital Partners, LLC report any disciplinary disclosures?**
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/105702

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $131,993,452
- Discretionary: $131,993,452
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $27,885,431 |
| High net worth individuals | 207 | $104,108,021 |

### Advisory services (Item 5.G)
- 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
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1988 (37 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schmitzcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,066,659 | 2 | March 31, 2021 |
| October 2022 | $145,439,033 | 2 | March 23, 2022 |
| October 2023 | $106,129,683 | 2 | March 27, 2023 |
| October 2024 | $115,016,831 | 2 | March 29, 2024 |
| October 2025 | $125,327,234 | 2 | April 1, 2025 |
| October 2026 | $131,993,452 | 2 | April 2, 2026 |

Regulatory assets under management: $106,066,659 in the October 2021 data and $131,993,452 in the October 2026 data, up 24%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schmitz Capital Partners, LLC (CRD 105702): Form ADV filing data as of October 2026.