SCHMIDT FINANCIAL MANAGEMENT, INC.

SCHMIDT FINANCIAL MANAGEMENT, INC. of KIRKLAND, WA is an SEC-registered investment adviser (CRD 328247). Regulatory assets under management: $497.5M.

Registration

• CRD: 328247
• SEC file number: 801-128860
• Type: Registered investment adviser
• Location: 3435 CARILLON POINT, KIRKLAND, WA, 98033
• Phone: 425-893-9195
• Latest filing: 2026-03-27
• Regulatory AUM: $497.5M
• Discretionary AUM: $485.4M
• Non-discretionary AUM: $12.2M
• Clients: 7
• Accounts: 827

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search