Data / Investment advisers / Kansas / Schwarz Investment Partners
Schwarz Investment Partners, Silver Lake, KS: $185 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Schwarz Investment Partners is an SEC registered investment adviser with its main office in Silver Lake, Kansas and reports $185 million in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Schwarz Investment Partners (CRD number 113556): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 113556
- SEC file number
- 801-123523
- SEC status
- Approved, effective April 27, 2022
- Main office
- 323 Railroad, Silver Lake, KS 66539
- Phone
- (785) 582-5805
- Website
- schwarzinvestmentpartners.com
- Regulatory AUM
- $184,894,020 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $184,894,020
- Accounts
- 913
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 693 | $140.1 million |
| High net worth individuals | 21 | $40.7 million |
| Corporations or other businesses | 1 | $3.4 million |
| Pension and profit sharing plans | 1 | $555,061 |
| Charitable organizations | 1 | $194,650 |
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 |
|---|---|---|
| February 2, 2026 | $184.9 million | January 8, 2026 |
| December 1, 2025 | $161.6 million | February 28, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Perspective Group | Lawrence | $225.1 million | Not listed | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | $220.2 million | Not listed | adviserinfo.sec.gov |
| Insight Financial Services | Overland Park | $213.8 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Securities LLC | Overland Park | $210 million | Not listed | adviserinfo.sec.gov |
| Invisor | Seneca | $198.5 million | Not listed | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | $181.8 million | Not listed | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | $181.3 million | Not listed | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | $178.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Schwarz Investment Partners 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.