# SCHMIDT FINANCIAL MANAGEMENT, INC.

SCHMIDT FINANCIAL MANAGEMENT, INC. of KIRKLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 328247
- Type: SEC-registered investment adviser
- SEC file number: 801-128860
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Evan Todd Schmidt | PRESIDENT | — |
| Paul Irvin Cox | CHIEF COMPLIANCE OFFICER | — |
| Dominic Christian Hubert | VICE PRESIDENT | — |
| COX PAUL IRVIN | CHIEF COMPLIANCE OFFICER | — |
| SCHMIDT EVAN TODD | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328247/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328247/similar
- Related entities: https://search.stillhousedata.com/firm/328247/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328247

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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.