# SCHMIDT PHILLIP JAMES

SCHMIDT PHILLIP JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/165306) | EXECUTIVE COMMITTEE MEMBER | COLUMBIA, SC |
| — | Form ADV | [P. J. SCHMIDT INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/104701) | PRESIDENT/DIRECTOR | CEDARBURG, WI |
| — | Form ADV | [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | VICE PRESIDENT OF TRADING | CEDAR RAPIDS, IA |
| — | Form ADV | [WAGNER WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109937) | PRINCIPAL, ADVISOR | DENVER, CO |


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Source: public SEC filing 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.