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Schnieders Capital Management, LLC.

● SEC registered since 2002CRD 120952SEC# 801-61219Pasadena, CA
Export (members)
Reg. AUM
$1.06B
Employees
8
Accounts
1,155
Location
Pasadena, CA

Schnieders Capital Management, LLC. assets under management

Schnieders Capital Management, LLC. is an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 2002. It reports $1.1 billion in regulatory assets under management and employs 8 people.

Schnieders Capital Management, LLC. owners & executives

18 reported
NameTitleOwnershipSince
Dst II Sav, LLCInvestor10-25%2026
Dtt II Sav, LLCInvestor10-25%2026
James Francis Schnieders ControlPrincipal10-25%2002
John Carter Schnieders ControlPrincipal10-25%2006
Snt Sav, LLCInvestor10-25%2026
Straight Arrow Private Investments LPInvestor10-25%2026
Sue BryantChief Compliance OfficerUnder 5%2014
David S Traitel II ControlTrustee2025
David S Traitel IICo-Trustee2022
David S Traitel II ControlMemberOver 75%2024
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Frequently asked questions

How much does Schnieders Capital Management, LLC. manage?

Schnieders Capital Management, LLC. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Schnieders Capital Management, LLC. have?

Schnieders Capital Management, LLC. reports 8 employees.

Where is Schnieders Capital Management, LLC. located?

Schnieders Capital Management, LLC. is based in Pasadena, CA and has been SEC-registered since 2002.

Does Schnieders Capital Management, LLC. disclose fund performance?

Schnieders Capital Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 South Los Robles Avenue, Suite 510, Pasadena, CA 91101
Phone626.584.6168
Fax626.584.6167
Office hours6:30 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1603937
Discloses disciplinary historyNo

Regulatory AUM

$1.06B▲ 23%
Mar '25 — $864.4MApr '25 — $864.4MMay '25 — $864.4MJun '25 — $864.4MJul '25 — $864.4MAug '25 — $864.4MSep '25 — $864.4MOct '25 — $864.4MNov '25 — $864.4MDec '25 — $864.4MJan '26 — $864.4MFeb '26 — $864.4MMar '26 — $1.06BApr '26 — $1.06BMay '26 — $1.06BJun '26 — $1.06BJul '26 — $1.06BAug '26 — $1.06B
Mar '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,340 advisers
EmployeesTop 47%
More than 53% of 16,820 advisers

Assets under management

$1.06Bregulatory AUM
Discretionary $1.01BNon-discretionary $47.9M