# Schulmerich & Associates Asset Management

Schulmerich & Associates Asset Management is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Irving, United States
- **Founded:** 1971
- **Assets under management:** Undisclosed
- **Website:** schulmerichandassoc.com
- **LinkedIn:** https://www.linkedin.com/company/schulmerich-&-associates-asset-management-llc

## Regulatory record

- **CRD number:** 112547
- **SEC file number:** 801-63384
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-22T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112547

## About

Founded in 1971, Schulmerich & Associates Asset Management established its practice in Oregon before operations moved to Irving. The firm's longevity — five decades of continuous registration — places it among a thinning cohort of independent RIAs that predate the rise of national consolidators. Schulmerich deploys capital through direct portfolio construction for private clients, emphasizing traditional liquid markets. Public records indicate exposure to Inland 1031 DST — a Delaware statutory trust sponsor focused on commercial real estate — which implies the firm facilitates real-asset exposure through private-placement structures alongside conventional equity and fixed-income allocations. No alternative-asset mandates, venture funds, or private-equity co-investment platforms are advertised. The firm lists a single office in Irving, with no public team bios, LinkedIn presence, or press releases confirming professional headcount. No adjacent vehicles, philanthropic foundations, or peer networks are disclosed. The structure is a pure registered investment adviser without an affiliated broker-dealer, bank, or trust company — an increasingly uncommon architecture that avoids the conflicts inherent in proprietary-product distribution. This regulatory posture means all advice is delivered under a fiduciary standard, with no commission-based revenue streams visible in the firm's public disclosures.

## Questions

### Who makes investment decisions at Schulmerich & Associates?

The firm has not publicly disclosed its named principals or investment committee structure. No team bios, LinkedIn profiles, or press releases identify the individuals responsible for portfolio construction, manager selection, or client advisory. The regulatory filing footprint confirms registration as an RIA but provides no detail on decision-making governance.

### Is Schulmerich & Associates affiliated with a bank or trust company?

No. The firm is structured as an independent registered investment adviser without an affiliated bank, trust company, or broker-dealer. This architecture eliminates the conflicts of interest associated with proprietary product distribution and balance-sheet lending, making it a pure fiduciary shop.

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Last updated: 2026-08-11T02:43:31.692Z

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