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Schmitz Capital Partners
The firm was founded in 1988 and is headquartered in Mill Valley, California. Michael Schmitz is listed as the primary contact on its website.
Schmitz Capital Partners
The firm was founded in 1988 and is headquartered in Mill Valley, California. Michael Schmitz is listed as the primary contact on its website. Schmitz Capital Partners is structured as a registered investment advisor and provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. Its public materials emphasize in-house portfolio construction and customized financial advice rather than outsourced model portfolios. Schmitz Capital Partners delivers active portfolio management without specifying public-to-private allocations. The firm frames its investment posture around direct client relationships and bespoke advice, though it does not publish an asset-class breakdown or name specific strategies. No portfolio holdings, fund commitments, or co-investments have been publicly disclosed. The website references FINRA's BrokerCheck, suggesting registered representatives operate under the firm's advisory umbrella. No geographic investment concentration beyond its California client base has been publicly stated. Team size and total regulatory assets under management are not publicly disclosed. The firm operates from a single office in Mill Valley and does not publish details on adjacent vehicles, philanthropic structures, or external club memberships. In May 2024, the firm's website remained in an 'under construction' state across multiple sub-pages (per the firm, May 2024) — indicating a deliberately low public profile consistent with a referral-driven, multi-decade book of business. Schmitz Capital Partners' structural differentiator is its local, high-touch RIA architecture — a single-office practice built on direct client relationships maintained over decades without visible institutional scaling. The firm's referral-dependent posture, absence of marketed fund vehicles, and reliance on individual broker-check disclosures make it architecturally distinct from platform RIAs and multi-family offices that aggregate assets through external marketing.
General information
Firm type
RIA
Year founded
1988
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mill Valley
Corporate office
655 Redwood Highway, Suite 109, Mill Valley, CA 94941, United States
Frequently asked questions
Who runs Schmitz Capital Partners?
The firm lists Michael Schmitz as its primary contact on the website and through BrokerCheck. No additional named principals or investment committee members are publicly disclosed. The firm operates without a published executive team page.
What is Schmitz Capital Partners' investment strategy?
The firm provides active portfolio management and customized financial advice to individual and high-net-worth clients. It does not publicly detail its asset-allocation model, strategy benchmarks, or use of third-party managers. The phrase 'active portfolio management' suggests discretionary authority over client accounts, but no specific track record or performance metrics are published.
Does Schmitz Capital Partners manage institutional capital?
The firm's public disclosures reference individuals, high-net-worth clients, and business entities. There is no mention of institutional separate accounts, pension fund mandates, or endowment relationships in its available materials.
How does Schmitz Capital Partners source clients?
The firm's 'under construction' website and absence of a LinkedIn presence point to a referral-driven client-acquisition model. It does not advertise marketing events, digital campaigns, or partnership channels.
Is Schmitz Capital Partners a single-family office or a traditional RIA?
It is structured as a registered investment advisor serving multiple unrelated clients, which distinguishes it from a single-family office. The firm operates from a single location and does not brand itself as a multi-family office.
Does the firm have any known philanthropic or trust-company affiliations?
No philanthropic foundations, donor-advised-fund structures, or trust-company subsidiaries are disclosed in available public materials.
What is the firm's regulatory posture?
Schmitz Capital Partners directs visitors to FINRA's BrokerCheck for professional background information, indicating at least some advisory personnel are registered representatives. Its ADV filings and other regulatory disclosures are not summarized on the firm's website.
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