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SCHAFER INVESTMENT GROUP, INC.
Schafer Investment Group is a US-based RIA offering multi-asset portfolio management.
SCHAFER INVESTMENT GROUP, INC.
Schafer Investment Group is a registered investment advisor (RIA) based in the United States, with a founding date not publicly documented. The firm offers discretionary portfolio management and financial planning services to individuals, trusts, estates, and institutional clients. Public filings indicate the firm operates under standard RIA regulatory oversight but do not reveal specific founding wealth or single-family-office affiliation. The firm's investment approach is diversified across asset classes including equities, fixed income, and alternative investments, though specific sector tilts or stage preferences are not publicly recorded. Schafer Investment Group maintains a multi-asset strategy focused on risk-adjusted returns. No named portfolio companies or co-investment partners appear in public sources. The firm's geographic footprint is domestic (US) with no known international offices. Team size and total assets under management are not publicly disclosed. Schafer Investment Group does not appear to maintain a social media presence or operate publicly tracked philanthropic vehicles. No recent operational events or notable deployment announcements have been documented in the public domain (per public record). The firm's structural differentiator is its regulatory posture as an SEC-registered RIA operating without a single-family-office or concentrated wealth source—this makes it a more broadly available advisory platform rather than a dedicated family office. Succession and governance details remain opaque, typical for smaller RIAs that do not disclose internal structures.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who makes investment decisions at Schafer Investment Group?
The firm's principals and investment committee are not publicly named. Schafer Investment Group is registered as an RIA with the SEC, which requires a designated chief compliance officer, but individual portfolio managers are not identified in public filings.
How does Schafer Investment Group differ from a family office?
Unlike single-family offices that manage wealth for one family, Schafer Investment Group is structured as a registered investment advisor serving multiple clients. It does not appear to be tied to a specific founding family or concentrated wealth source.
Does Schafer Investment Group invest in direct deals or co-investments?
No public evidence exists of Schafer Investment Group engaging in direct private investments or co-investment partnerships. The firm likely focuses on publicly traded securities and traditional asset allocation typical of an RIA.
What is Schafer Investment Group's regulatory status?
Schafer Investment Group is registered with the U.S. Securities and Exchange Commission as an RIA. This status requires adherence to fiduciary standards and periodic disclosure filings.
Is Schafer Investment Group related to any other investment firms?
No public source links Schafer Investment Group to other named firms, family offices, or financial conglomerates. The firm appears to operate independently.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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