Schroeder Capital Management, LLC

Schroeder Capital Management, LLC (CRD# 119936) is a financial advisory firm headquartered in Lafayette, CA. They manage $57,192,506 in 152 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $376,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, VA

Financial Advisors at Schroeder Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George F. Schroeder
CRD#: 2547019
3620 Happy Valley Road, Suite 203, Lafayette, CA 94556
96
Wealthminder
score

George Schroeder (CRD# 2547019) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 22 years of experience in the finance industry.

2
Jagat Pokharel
CRD#: 6385600
3620 Happy Valley Road, Suite 203, Lafayette, CA 94549
88
Wealthminder
score

Jagat Pokharel (CRD# 6385600) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 3 years of experience in the finance industry.

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