Stewart Michael Schmidt
Investment adviser representative at Captrust
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- CaptrustJan 2024 to now
- Capfinancial Partners LLC (captrust)Jul 2021 to now
- Unhitched BreweryOct 2021 to Dec 2021
- Hyderhead BreweryAug 2020 to May 2021
- UnemployedApr 2020 to Jul 2020
- Klayer Accounting & Associates LLCJan 2020 to Mar 2020
- UnemployedSep 2019 to Dec 2019
- Njy CampsJun 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Xanterra Travel CollectionJun 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Summit Metro ParksMay 2017 to Aug 2017
- Handel's Homemade Ice CreamOct 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7803093
- Firm CRD
- 175112