Data / Investment advisers / Michigan / Schwartz & Co.
Schwartz & Co., Bloomfield Hills, MI: $10.5 billion AUM, SEC registered investment adviser
Schwartz & Co. is an SEC registered investment adviser with its main office in Bloomfield Hills, Michigan and reports $10.5 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 7294
- SEC file number
- 801-62856
- SEC status
- Approved, effective March 15, 2004
- Legal name
- Gregory J. Schwartz & Co., Inc.
- Main office
- 3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301
- Phone
- (248) 644-2701
- Website
- gjsco.com
- Regulatory AUM
- $10,489,459,567 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $180,596,727
- Non discretionary AUM
- $10,308,862,840
- Accounts
- 1,737
- Employees
- 30, of which 23 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 193 | $7.86 billion |
| High net worth individuals | 637 | $1.45 billion |
| Individuals (other than high net worth individuals) | 765 | $598.5 million |
| Corporations or other businesses | 83 | $451.3 million |
| Charitable organizations | 57 | $103.6 million |
| State or municipal government entities | 2 | $19.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.49 billion | March 30, 2026 |
| December 1, 2025 | $9.07 billion | March 18, 2025 |
Other advisers in Bloomfield Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Yousif Capital Management, LLC | Bloomfield Hills | $14.73 billion | Not listed | adviserinfo.sec.gov |
| Azimuth Capital Management | Bloomfield Hills | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Deroy & Devereaux Private Investment Counsel, Inc. | Bloomfield Hills | $2.58 billion | Not listed | adviserinfo.sec.gov |
| Diversified Portfolios, Inc. | Bloomfield Hills | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Modell Capital Management LLC | Bloomfield Hills | $1.88 billion | Not listed | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | $1.81 billion | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomfield Hills, MI
- Investment advisers in Michigan
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Schwartz & Co. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.