{
  "crd_number": 105528,
  "slug": "schuchard-capital-management-inc-105528",
  "primary_business_name": "SCHUCHARD CAPITAL MANAGEMENT INC",
  "legal_name": "SCHUCHARD CAPITAL MANAGEMENT INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-07-15",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-02-22",
  "carried_forward": false,
  "raum_total": 325532078.0,
  "raum_discretionary": 325532078.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 235625.0,
      "count": 1
    },
    "individuals": {
      "raum": 21270707.0,
      "count": 102
    },
    "pension_profit_sharing": {
      "raum": 34499215.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 269526531.0,
      "count": 93
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "MI",
    "NH",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105528",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/schuchard-capital-management-inc-105528",
  "display_name": "Schuchard Capital Management Inc",
  "summary": "Schuchard Capital Management Inc is an SEC-registered investment advisory firm, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 22, 2026.",
  "citation": "AdvisorCensus. Schuchard Capital Management Inc (CRD 105528): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Schuchard Capital Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Schuchard Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Schuchard Capital Management Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated February 22, 2026 states: Up to $300,000: 1% a year; $300,000 to $1,000,000: 0.7% a year; $1,000,000 to $2,000,000: 0.4% a year; $2,000,000 to $4,000,000: 0.3% a year; Above $4,000,000: 0.2% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Schuchard Capital Management Inc registered with the SEC or a state?",
      "a": "Schuchard Capital Management Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105528."
    },
    {
      "q": "How much does Schuchard Capital Management Inc manage?",
      "a": "Schuchard Capital Management Inc reports $325,532,078 in regulatory assets under management in its Form ADV filing dated February 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Schuchard Capital Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Schuchard Capital Management Inc: Regulatory assets under management: $221,368,791 in the October 2021 data and $325,532,078 in the October 2026 data, up 47%. 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."
    },
    {
      "q": "What types of clients does Schuchard Capital Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (93); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Schuchard Capital Management Inc use?",
      "a": "Schuchard Capital Management 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 Schuchard Capital Management 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/105528"
    },
    {
      "q": "What changed in Schuchard Capital Management Inc's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $290,206,608 to $325,532,078 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 221368791.0,
      "total_employees": 2,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 257491805.0,
      "total_employees": 2,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 234058838.0,
      "total_employees": 2,
      "filing_date": "2023-01-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 265812339.0,
      "total_employees": 2,
      "filing_date": "2024-01-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 290206608.0,
      "total_employees": 2,
      "filing_date": "2025-02-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 325532078.0,
      "total_employees": 2,
      "filing_date": "2026-02-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $290,206,608 to $325,532,078 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $300,000",
        "rate": "1%"
      },
      {
        "band": "$300,000 to $1,000,000",
        "rate": "0.7%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.4%"
      },
      {
        "band": "$2,000,000 to $4,000,000",
        "rate": "0.3%"
      },
      {
        "band": "Above $4,000,000",
        "rate": "0.2%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $300,000: 1% a year",
          "$300,000 to $1,000,000: 0.7% a year",
          "$1,000,000 to $2,000,000: 0.4% a year",
          "$2,000,000 to $4,000,000: 0.3% a year",
          "Above $4,000,000: 0.2% a year"
        ],
        "quotes": [
          "Advisory fees are calculated annually using the beginning of the year total portfolio market value of assets under management and the following rate schedule (stated as an annual rate): 1.0% of the first $300,000 0.7% of the next $700,000 0.4% of the next $1,000,000 0.3% of the next $2,000,000 0.2% of the balance exceeding $4,000,000"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 300000.0,
          "rate_pct": 1.0
        },
        {
          "min": 300000.0,
          "max": 1000000.0,
          "rate_pct": 0.7
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 0.4
        },
        {
          "min": 2000000.0,
          "max": 4000000.0,
          "rate_pct": 0.3
        },
        {
          "min": 4000000.0,
          "max": null,
          "rate_pct": 0.2
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Advisory fees are calculated annually using the beginning of the year total portfolio market value of assets under management and the following rate schedule (stated as an annual rate): 1.0% of the first $300,000 0.7% of the next $700,000 0.4% of the next $1,000,000 0.3% of the next $2,000,000 0.2% of the balance exceeding $4,000,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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/schuchard-capital-management-inc-105528.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 21270707.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 269526531.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 34499215.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 235625.0
    }
  ],
  "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/105528",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}