# SCHMITT WEALTH ADVISERS, CORP.

SCHMITT WEALTH ADVISERS, CORP. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 174958
- Type: SEC-registered investment adviser
- SEC file number: 801-132291
- Location: 4555 LAKE FOREST DRIVE, SUITE 235, CINCINNATI, OH, 45242
- Phone: (513) 813-1580
- Latest filing: 2026-04-30
- Regulatory AUM: $135.0M
- Discretionary AUM: $125.6M
- Non-discretionary AUM: $9.3M
- Clients: 3
- Accounts: 320

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Andrew William Schmitt | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174958/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174958/similar
- Related entities: https://search.stillhousedata.com/firm/174958/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174958

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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.