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Kyle James Schauer

Investment adviser representative at Schauer Investment Management, Inc.
16 yearsExperience
1 stateRegistered in
$119.7MFirm assets
Under 1 yearFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Self-employedJan 2016 to now
  2. Schauer Investment Management, Inc.Jan 2014 to now
  3. High School/collegeSep 2010 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Schauer Investment Management, Inc.

$119.7MAssets managed
24Clients
3Advisers
Under 1 yearIn 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
7320212
Firm CRD
283119
Advisor's SEC record (opens in a new tab)
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