# P. J. SCHMIDT INVESTMENT MANAGEMENT, INC

P. J. SCHMIDT INVESTMENT MANAGEMENT, INC of CEDARBURG, WI is an SEC-registered investment adviser.

## Registration

- CRD: 104701
- Type: SEC-registered investment adviser
- SEC file number: 801-16815
- Location: W62N570 WASHINGTON AVENUE, CEDARBURG, WI, 53012
- Phone: 262-377-0484
- Latest filing: 2026-03-27
- Regulatory AUM: $852.0M
- Discretionary AUM: $826.8M
- Non-discretionary AUM: $25.3M
- Clients: 18
- Accounts: 1,368

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Nelson Schmidt | OWNER | — |
| Patrick Nelson Sommerfield | CCO/PRESIDENT/OWNER | — |
| Kelly Sue Merten | SECRETARY | — |
| Julie A Schmidt | TREASURER/OWNER | — |
| Jason Scott Lacey | EXECUTIVE VICE PRESIDENT | — |
| Karl Sommerfield Schmidt | OWNER/DIRECTOR | — |
| Joseph Sommerfield Schmidt | OWNER | — |
| Scott Michael Conger | MANAGING DIRECTOR | — |
| SCHMIDT ELIZABETH NELSON | OWNER; OWNER AND PARTNER; SECRETARY/DIRECTOR/TREASURER (+2 more) | — |
| SCHMIDT PHILLIP JAMES | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER; PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CCO (+2 more) | — |
| SOMMERFIELD PATRICK NELSON | CCO/PRESIDENT; CCO/PRESIDENT/OWNER; CCO/VICE PRESIDENT/DIRECTOR (+1 more) | — |
| CONGER SCOTT MICHAEL | DIRECTOR | — |
| MESARICH KELLY SUE | SECRETARY | — |
| Julie Schmidt A | TREASURER | — |
| SCHMIDT REBECCA A | TREASURER/OWNER | — |
| LACEY JASON SCOTT | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| Schmidt Joseph Sommerfield | OWNER; OWNER/DIRECTOR | — |
| MERTEN KELLY SUE | SECRETARY | — |
| Julie A. Schmidt | TREASURER/OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104701/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104701/similar
- Related entities: https://search.stillhousedata.com/firm/104701/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104701

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.