Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 09/10/2004
ADV Location SUMMIT, NJ, United States
Contact Info 908 xxxxxxx
Websites
AUM* 553,311,284 42%
of that, discretionary 547,703,887 42%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,136,337 47%
% High Net Worth 43.06% 28%
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
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

548M 469M 391M 313M 235M 156M 78M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name SCH GROUP ATTEST SERVICES, PC Filing Date10/14/2025 Form ADV-E View Report
Accounting Firm Name SCH GROUP Filing Date01/28/2025 Form ADV-E View Report
Accounting Firm Name SCH GROUP Filing Date01/24/2024 Form ADV-E View Report

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Brochure Summary