# Schwerin Boyle Capital Management, Inc

> Schwerin Boyle Capital Management, Inc is an SEC-registered investment advisory firm in Springfield, MA, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 105004
- Filed as: SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105004
- AdvisorCensus page: https://advisorcensus.com/firm/schwerin-boyle-capital-management-inc-springfield-ma-105004

## Quick answers

**How is Schwerin Boyle Capital Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Schwerin Boyle Capital Management, Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schwerin Boyle Capital Management, Inc located?**
Schwerin Boyle Capital Management, Inc's principal office is in Springfield, MA, according to its Form ADV.

**Is Schwerin Boyle Capital Management, Inc registered with the SEC or a state?**
Schwerin Boyle Capital Management, Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105004.

**How much does Schwerin Boyle Capital Management, Inc manage?**
Schwerin Boyle Capital Management, Inc reports $1,209,259,520 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Schwerin Boyle Capital Management, Inc's assets and staff changed since 2021?**
In the Form ADV data for Schwerin Boyle Capital Management, Inc: Regulatory assets under management: $1,120,403,912 in the October 2021 data and $1,209,259,520 in the October 2026 data, up 8%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schwerin Boyle Capital Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (136); individuals (other than high net worth individuals) (12); pooled investment vehicles (other than investment companies and business development companies) (5).

**Which custodians does Schwerin Boyle Capital Management, Inc use?**
Schwerin Boyle Capital Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Schwerin Boyle 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/105004

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- Wells Fargo Clearing Services, LLC

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: $1,209,259,520
- Discretionary: $1,209,259,520
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,755,040 |
| High net worth individuals | 136 | $616,249,149 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $471,900,336 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $17,467,637 |
| Charitable organizations | Fewer than 5 | $70,946,726 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $29,940,632 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, MD, NH, NJ, NY
- 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 | $1,120,403,912 | 5 | March 23, 2021 |
| October 2022 | $1,444,478,417 | 5 | March 25, 2022 |
| October 2023 | $1,193,904,158 | 6 | March 24, 2023 |
| October 2024 | $1,096,756,862 | 6 | March 20, 2024 |
| October 2025 | $1,191,805,682 | 6 | April 21, 2025 |
| October 2026 | $1,209,259,520 | 6 | March 20, 2026 |

Regulatory assets under management: $1,120,403,912 in the October 2021 data and $1,209,259,520 in the October 2026 data, up 8%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schwerin Boyle Capital Management, Inc (CRD 105004): Form ADV filing data as of October 2026.