Robert Christopher Schwartz
Investment adviser representative at Schwartz Investment Counsel Inc
25 yearsExperience
1 stateRegistered in
$3.7BFirm assets
38 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Schwartz Investment Counsel IncJan 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Schwartz Investment Counsel Inc
$3.7BAssets managed
32Clients
3Advisers
38 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
- 4473324
- Firm CRD
- 104693