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SCHUCHARD CAPITAL MANAGEMENT INC
CRD 105528 · SEC 801-32441
MA, United States
Phone
586-295-2099
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$325.5M
Discretionary AUM
$325.5M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $21.3M |
| High net worth individuals | 93 | $269.5M |
| Pension/profit sharing plans | 1 | $34.5M |
| Charitable organizations | 1 | $236K |
States served
MA, MI, TX, NH, FL
Official SEC filing: View on IAPD