# Schram, Lori

> Schram, Lori is a state-registered investment advisory firm in Kansas City, MO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2024.

- CRD: 329637
- Filed as: SCHRAM, LORI
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 12, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329637
- AdvisorCensus page: https://advisorcensus.com/firm/schram-lori-kansas-city-mo-329637

## Quick answers

**How is Schram, Lori compensated?**
On its Form ADV (Item 5.E, October 2026), Schram, Lori reports these compensation arrangements: a percentage of assets under its management.

**Where is Schram, Lori located?**
Schram, Lori's principal office is in Kansas City, MO, according to its Form ADV.

**Is Schram, Lori registered with the SEC or a state?**
Schram, Lori is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329637.

**How much does Schram, Lori manage?**
Schram, Lori reports $8,120,000 in regulatory assets under management in its Form ADV filing dated March 12, 2024 (100% discretionary).

**Does Schram, Lori 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/329637

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,120,000
- Discretionary: $8,120,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $8,120,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- 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. Schram, Lori (CRD 329637): Form ADV filing data as of October 2026.