# Schuchard Capital Management Inc

> 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.

- CRD: 105528
- Filed as: SCHUCHARD CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105528
- AdvisorCensus page: https://advisorcensus.com/firm/schuchard-capital-management-inc-105528

## Quick answers

**How is Schuchard Capital Management Inc compensated?**
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).

**How much does Schuchard Capital Management Inc charge?**
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.

**Is Schuchard Capital Management Inc registered with the SEC or a state?**
Schuchard Capital Management Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105528.

**How much does Schuchard Capital Management Inc manage?**
Schuchard Capital Management Inc reports $325,532,078 in regulatory assets under management in its Form ADV filing dated February 22, 2026 (100% discretionary).

**How have Schuchard Capital Management Inc's assets and staff changed since 2021?**
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.

**What types of clients does Schuchard Capital Management Inc serve?**
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).

**Which custodians does Schuchard Capital Management Inc use?**
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.

**Does Schuchard Capital Management Inc 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/105528

**What changed in Schuchard Capital Management Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $290,206,608 to $325,532,078 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 22, 2026)

- 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

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $325,532,078
- Discretionary: $325,532,078
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $21,270,707 |
| High net worth individuals | 93 | $269,526,531 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $34,499,215 |
| Charitable organizations | 1 | $235,625 |

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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, MI, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $221,368,791 | 2 | March 4, 2021 |
| October 2022 | $257,491,805 | 2 | March 10, 2022 |
| October 2023 | $234,058,838 | 2 | January 20, 2023 |
| October 2024 | $265,812,339 | 2 | January 17, 2024 |
| October 2025 | $290,206,608 | 2 | February 6, 2025 |
| October 2026 | $325,532,078 | 2 | February 22, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $290,206,608 to $325,532,078 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schuchard Capital Management Inc (CRD 105528): Form ADV filing data as of October 2026.