SCHMIDT, SCOTLAND

SCHMIDT, SCOTLAND is an SEC-registered investment adviser (CRD 307269). Regulatory assets under management: $20.1M.

Registration

• CRD: 307269
• Type: Registered investment adviser
• Phone: 6199802226
• Latest filing: 2026-01-09
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.1M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307269 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search