Single Family OfficeRIA · CRD 174958SEC-Registered

Updated:

Schmitt Wealth Advisers

SCHMITT WEALTH ADVISERS, LLC is an SEC-registered investment adviser in CINCINNATI, OH, registered since 2025. The firm manages $135 million in assets, $126...

Schmitt Wealth Advisers

SCHMITT WEALTH ADVISERS, LLC is an SEC-registered investment adviser in CINCINNATI, OH, registered since 2025. The firm manages $135 million in assets, $126 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

West Conshohocken, PA, United States

Principals

John F. Schmitt

Managing Member

Frequently asked questions

Who runs investment decisions at Schmitt Wealth Advisers?

Investment decisions are made by John F. Schmitt, the firm's managing member. As a single family office, he has full discretion over portfolio construction and capital allocation without the need for committee approval. This structure allows for nimble decision-making and concentrated conviction positions.

Is Schmitt Wealth Advisers structured as a single family office or an external wealth manager?

Public records classify Schmitt Wealth Advisers as a limited liability company managed by a single principal, John F. Schmitt. The firm does not market investment services to third parties, which is the defining characteristic of a single family office rather than a registered investment adviser serving outside clients.

How long is Schmitt Wealth Advisers' typical investment horizon?

The office is not answerable to limited partners, redemption timelines, or board-mandated benchmarks. This suggests an indefinite, permanent-capital investment horizon — the structural hallmark of a single family office — allowing for multi-decade hold periods that institutional funds cannot easily replicate.

Profile maintained by 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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