# Schneider, Franz

> Schneider, Franz is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 130464
- Filed as: SCHNEIDER, FRANZ
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130464
- AdvisorCensus page: https://advisorcensus.com/firm/schneider-franz-130464

## Quick answers

**How is Schneider, Franz compensated?**
On its Form ADV (Item 5.E, October 2026), Schneider, Franz reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Schneider, Franz registered with the SEC or a state?**
Schneider, Franz is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 130464.

**How much does Schneider, Franz manage?**
Schneider, Franz reports $9,711,862 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Schneider, Franz serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Schneider, Franz 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/130464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,711,862
- Discretionary: $9,711,862
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $9,711,862 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, UT
- 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. Schneider, Franz (CRD 130464): Form ADV filing data as of October 2026.