# SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

SCHMERGE EXECUTIVE PLANNING SERVICES, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 120059
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120059

## About

SCHMERGE EXECUTIVE PLANNING SERVICES, INC. is a state-registered investment adviser in CINCINNATI, OH. The firm manages $53 million in regulatory assets on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Schmerge Executive Planning Services?

No named principals or investment decision-makers have been publicly identified for Schmerge Executive Planning Services. The firm's leadership structure is not disclosed in available public records.

### What is the wealth origin of Schmerge Executive Planning Services?

The source of wealth behind Schmerge Executive Planning Services is not publicly documented. No specific family branch, industry, or individual has been linked to the entity's capital base.

### Does Schmerge Executive Planning Services manage a publicly reported AUM?

The firm has not publicly disclosed any AUM figure. No regulatory filings or press releases have reported its asset totals, and the AUM band is listed as Undisclosed.

### What investment activities is Schmerge Executive Planning Services known for?

No specific investment activities, direct deals, fund commitments, or asset-class exposures have been publicly attributed to Schmerge Executive Planning Services. There are no reported portfolio companies or co-investment partners.

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- [Soares Financial](https://altss.com/profile/soares-financial-inc)
- [Demming Financial Services Corp.](https://altss.com/profile/demming-financial-services-corp)

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Last updated: 2026-07-06T01:24:25.113Z

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