Steven Joseph Schmitz
Investment adviser representative at Schmitz Capital Partners, LLC
29 yearsExperience
1 stateRegistered in
$132MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Schmitz Capital Partners, LLCApr 2015 to now
- Osaic Wealth, Inc.Jan 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
State registrations
Registered as an investment adviser representative in 1 state (CA).
Schmitz Capital Partners, LLC
$132MAssets managed
223Clients
2Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1432690
- Firm CRD
- 105702