Investment adviser · CRD 328247
SCHMIDT FINANCIAL MANAGEMENT
Investment adviser filing (IA)
SCHMIDT FINANCIAL MANAGEMENT, INC.
KIRKLAND, WA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $498M Form ADV · Item 5.F
- Client accounts
- 827 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 97 | $482,393,674 | 97.0% |
| Individuals | 43 | $15,133,412 | 3.0% |
Filing source
Form ADV 2077889 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets
Principal office
3435 CARILLON POINTKIRKLAND, WA, 98033, United States
CRD 328247
Filing source
Form ADV 2077889 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.