# Schwarz Investment Partners

> Schwarz Investment Partners is an SEC-registered investment advisory firm in Silver Lake, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 113556
- Filed as: SCHWARZ INVESTMENT PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Silver Lake, KS
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113556
- AdvisorCensus page: https://advisorcensus.com/firm/schwarz-investment-partners-silver-lake-ks-113556

## Quick answers

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

**Where is Schwarz Investment Partners located?**
Schwarz Investment Partners' principal office is in Silver Lake, KS, according to its Form ADV.

**Is Schwarz Investment Partners registered with the SEC or a state?**
Schwarz Investment Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 113556.

**How much does Schwarz Investment Partners manage?**
Schwarz Investment Partners reports $184,894,020 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Schwarz Investment Partners' assets and staff changed since 2023?**
In the Form ADV data for Schwarz Investment Partners: Regulatory assets under management: $106,860,000 in the October 2023 data and $184,894,020 in the October 2026 data, up 73%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schwarz Investment Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (693); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Schwarz Investment Partners use?**
Schwarz Investment Partners' 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 Schwarz Investment Partners 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/113556

**What changed in Schwarz Investment Partners' recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $184,894,020
- Discretionary: $184,894,020
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 693 | $140,079,290 |
| High net worth individuals | 21 | $40,652,541 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $555,061 |
| Charitable organizations | 1 | $194,650 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $3,412,478 |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, LA, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [schwarzinvestmentpartners.com](https://schwarzinvestmentpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $106,860,000 | 2 | July 11, 2023 |
| October 2024 | $126,634,729 | 3 | September 10, 2024 |
| October 2025 | $161,553,043 | 3 | February 28, 2025 |
| October 2026 | $184,894,020 | 3 | September 14, 2026 |

Regulatory assets under management: $106,860,000 in the October 2023 data and $184,894,020 in the October 2026 data, up 73%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $161,553,043 to $184,894,020 (+14%).
- Employees performing advisory functions went from 3 to 2.
- Changed its legal name from Cobler Capital Management, LLC to Schwarz Investment Partners.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schwarz Investment Partners (CRD 113556): Form ADV filing data as of October 2026.