Data / Investment advisers / Michigan / Schwartz Investment Counsel Inc
Schwartz Investment Counsel Inc, Plymouth, MI: $3.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Schwartz Investment Counsel Inc is an SEC registered investment adviser with its main office in Plymouth, Michigan and reports $3.7 billion in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include investment companies, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 104693
- SEC file number
- 801-32773
- SEC status
- Approved, effective August 29, 1988
- Main office
- 801 W. Ann Arbor Trail Ste 244, Plymouth, MI 48170
- Phone
- (734) 455-7777
- Regulatory AUM
- $3,738,338,940 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $3,738,338,940
- Accounts
- 74
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 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 |
|---|---|---|
| Investment companies | 1 | $3.64 billion |
| High net worth individuals | 19 | $58.9 million |
| Pension and profit sharing plans | 6 | $21.1 million |
| Corporations or other businesses | Fewer than 5 | $17.7 million |
| Charitable organizations | 6 | $3.9 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $175,233 |
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 |
|---|---|---|
| October 2, 2026 | $3.74 billion | September 21, 2026 |
| April 1, 2026 | $3.79 billion | March 26, 2026 |
| December 1, 2025 | $3.65 billion | May 23, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Advance Capital Management Inc | Southfield | $4.98 billion | Not listed | adviserinfo.sec.gov |
| CG Advisory Services | Williamston | $4.64 billion | Not listed | adviserinfo.sec.gov |
| Advisory Alpha, LLC | Holland | $4.37 billion | Not listed | adviserinfo.sec.gov |
| Azimuth Capital Management | Bloomfield Hills | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Corecap Advisors | Southfield | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Red Cedar Investment Management | Grand Rapids | $3.33 billion | 1 | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | $3.29 billion | 2 | adviserinfo.sec.gov |
| Retirement Income Solutions, Inc. | Ann Arbor | $2.97 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Schwartz Investment Counsel Inc on the SEC's adviser search
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.