David Randall Schawel
Investment adviser representative at Family Manage LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Family Manage LLCJul 2020 to now
- Family Management CorporationNov 2017 to now
- New River Investments Inc.Nov 2015 to Nov 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Family Manage LLC
$5.3BAssets managed
761Clients
10Advisers
36 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
- 4927312
- Firm CRD
- 104951