{ "crd_number": 166747, "slug": "the-schamber-group-inc-lafayette-in-166747", "primary_business_name": "THE SCHAMBER GROUP, INC.", "legal_name": "THE SCHAMBER GROUP, INC.", "dbas": [], "city": "Lafayette", "state": "IN", "country": "United States", "cbsa_code": "29200", "metro": { "cbsa_code": "29200", "common_name": "Lafayette", "msa_name": "Lafayette-West Lafayette, IN", "path": "/advisors/in/lafayette" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2013-03-05", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-03-06", "carried_forward": false, "raum_total": 52357173.0, "raum_discretionary": 0.0, "raum_non_discretionary": 52357173.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 35718261.0, "count": 5, "description": "403B, 457B PUBLIC SCHOOL CORPORATIONS" }, "individuals": { "raum": 9265014.0, "count": 23 }, "pension_profit_sharing": { "raum": 143003.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 7230895.0, "count": 6 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "pension_consulting", "portfolio_management_individuals" ], "wrap_fee_participant": true, "disclosure_yes_count": 2, "states_registered": [ "IN" ], "websites": [ "https://facebook.com/SchamberGroup", "https://schambergroup.com", "https://theschambergroup.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166747", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "LAFAYETTE", "url": "https://advisorcensus.com/firm/the-schamber-group-inc-lafayette-in-166747", "display_name": "The Schamber Group, Inc.", "summary": "The Schamber Group, Inc. is a state-registered investment advisory firm in Lafayette, IN, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.", "citation": "AdvisorCensus. The Schamber Group, Inc. (CRD 166747): Form ADV filing data as of October 2026.", "registration_type_label": "State-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", "Pension consulting services", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is The Schamber Group, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), The Schamber Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is The Schamber Group, Inc. located?", "a": "The Schamber Group, Inc.'s principal office is in Lafayette, IN, according to its Form ADV." }, { "q": "Is The Schamber Group, Inc. registered with the SEC or a state?", "a": "The Schamber Group, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166747." }, { "q": "How much does The Schamber Group, Inc. manage?", "a": "The Schamber Group, Inc. reports $52,357,173 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary)." }, { "q": "What types of clients does The Schamber Group, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (6); other (5)." }, { "q": "Does The Schamber Group, Inc. report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166747" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/the-schamber-group-inc-lafayette-in-166747.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 23, "fewer_than_5": false, "raum": 9265014.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 6, "fewer_than_5": false, "raum": 7230895.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 143003.0 }, { "type": "other", "label": "Other", "count": 5, "fewer_than_5": false, "raum": 35718261.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "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/166747", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }