| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic Christian Hubert Control | Vice President | Under 5% | 2025 |
| Evan Todd Schmidt Control | President | Over 75% | 2019 |
| Paul Irvin Cox Control | Chief Compliance Officer | Under 5% | 2023 |
Schmidt Financial Management, Inc. reports $445.5 million in regulatory assets under management on its Form ADV.
Schmidt Financial Management, Inc. reports 7 employees.
Schmidt Financial Management, Inc. is based in Kirkland, WA and has been SEC-registered since 2023.
Schmidt Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3435 Carillon Point, Kirkland, WA 98033 |
| Phone | 425-893-9195 |
| Fax | 425-893-9824 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $429M |
| Non-discretionary | $16.5M |
| Total (RAUM) | $445.5M |