9AT: SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Adviser Profile

As of Date	07/09/2026
Registration	SEC, Approved, 04/16/1992
ADV Location	NEENAH, WI, United States
Contact Info	920 xxxxxxx
Websites

AUM^*	1,761,356,913 26%
of that, discretionary	1,737,577,182 26%
Number of Employees	15 7%
of those in investment advisory functions	11
Private Fund GAV^*	0
Avg Account Size	1,635,429 11%
% High Net Worth	68.73% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name COHEN & CO.	Filing Date03/18/2026	Form ADV-E View Report
Accounting Firm Name COHEN & CO.	Filing Date12/26/2024	Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP	Filing Date10/25/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SOLITUDE FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM363.5m	#Funds-
Adviser HERON BAY CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM643.8m	#Funds-
Adviser CHICAGO CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.8b	#Funds-
Adviser AVOCET CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM157.8m	#Funds-
Adviser GEOMETRIC WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser BREWSTER FINANCIAL PLANNING LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM239.7m	#Funds-
Adviser VIGILANT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser HAYDEN HARPER WEALTH ADVISORY, LLC	Hedge Fund12.3m	Liquidity Fund-	Private Equity Fund4.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV17.2m	AUM171.1m	#Funds2
Adviser FILIGREE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM209.1m	#Funds-
Adviser PACK PRIVATE WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM326.2m	#Funds-

Brochure Summary

Overview

Schaper, Benz & Wise Investment Counsel, Inc. (“SBW”), founded in 1992, provides professional portfolio management services primarily to high-net worth individuals and families, foundations, pension and profit sharing plans and corporations by providing continuous investment advice and management based upon the individual needs and objectives of each client. SBW is an independent firm 100% owned by its employees. Bradley E. Benz has a controlling interest in the firm. We work with clients to establish appropriate investment objectives and policies based on the client’s unique circumstances. We provide investment advisory services on a discretionary basis. We make all investment decisions for client accounts and, when we deem appropriate and without prior consultation with the client, we buy and sell stocks, bonds, other securities and other financial instruments as we may select, subject to any written investment objectives, policies and restrictions as the client may from time to time provide to us. From time to time, we provide investment advisory services on a non-discretionary basis. We manage equity, fixed income and money market strategies for our clients. From time to time, we also provide personal financial planning services. These services may include income planning, retirement planning, cash-flow planning and budgeting. As part of our advisory services, we may provide recommendations concerning your employer retirement plan or other qualified retirement account.

We may recommend that you consider withdrawing the assets from your retirement account and rolling the assets over to an individual retirement account (“IRA”). We provide investment advisory services to assets rolled over into an IRA or another account for which we receive compensation. If a client rolls retirement account assets into an IRA that we advise, we will charge an asset-based fee as described below in Item 5 – “Fees and Compensation”. Please see Item 19 – “Additional Information” for additional disclosures regarding retirement account rollovers. SBW also provides financial planning and administrative services to certain clients as part of our Family Wealth Counsel program. These services include retirement planning, financial and tax planning, charitable planning, fiduciary trustee advising, private foundation administrative services and estate tax planning in consultation with the client’s legal counsel. These services may be provided in conjunction with investment advisory services or on a stand-alone basis. We will not offer any products or services that guarantee rates of return on investments for any time period to any client. All clients will assume the risk that investment returns may be negative or below the rates of return of other investment advisers, market indices or investment products. As of December 31, 2023, we managed $1,381,835,279 in assets on a discretionary basis. As of such date, we managed $17,488,932 in assets on a non-discretionary basis.

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

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Brochure Summary

Overview

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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC