Schnieders Capital Management, Llc.

Schnieders Capital Management, LLC, established in 2002, offers discretionary and non-discretionary portfolio management and financial planning services to individuals, businesses, and organizations. The firm manages stocks, bonds, mutual funds, and other investments tailored to clients' needs and objectives. With approximately $864 million in assets under management as of December 31, 2024, the firm charges annual fees based on a percentage of assets managed, ranging from 0.25% to 1.50%. Clients may place restrictions on investments, and the firm's strategies include long-term purchases, short-term purchases, and financial planning services. Schnieders Capital Management does not charge performance-based fees, requires a minimum account size of $250,000, and acts as a fiduciary in clients' best interests. The firm's investment analysis methods include fundamental, technical, qualitative, and quantitative analyses, with a focus on risk management. Clients are provided with quarterly reports and annual account summaries, and the firm does not vote proxies on behalf of clients. Schnieders Capital Management does not have any disciplinary events, and its principals have no regulatory disclosures. The firm's Code of Ethics ensures high ethical standards, and it does not receive compensation for the sale of securities.