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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

SCHWARTZ INVESTMENT COUNSEL INC

CRD 104693

PLYMOUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d9a5b25-d07b-b4fc-e0b5-bc8b8410cc71

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.02 fund_share=0.96 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $3.8BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.8B
Private client RAUM: $59.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 77
High net worth clients: 19
SEC number: 801-32773
CIK: 909151
CRD: 104693
Filings on the tape: 26
First filed: Mar 30, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, MI
Website: avemariafunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE PETER SCHWARTZ	Chartered Financial Analyst	PLYMOUTH, MI	15	46	n/a	no
ROBERT CHRISTOPHER SCHWARTZ	n/a	PLYMOUTH, MI	15	25	n/a	no
BRANDON SCOTT SCHEITLER	n/a	PLYMOUTH, MI	15	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHWARTZ, GEORGE, PETER	EXECUTIVE CHAIRMAN	C	yes	01/2024	Mar 30, 2012	Mar 8, 2024
FARRAGHER, EDWARD	Director	Na	no	03/2017	Mar 29, 2018	Mar 8, 2024
GIBBONS, JOHN, G.	Director	Na	no	12/2012	Mar 29, 2018	Mar 8, 2024
Nolan, Patrick, J	Director	Na	no	11/2023	Mar 8, 2024	Mar 8, 2024
SCHEITLER, BRANDON, SCOTT	SENIOR VICE PRESIDENT	Na	no	01/2024	Mar 21, 2013	Mar 8, 2024
SCHWARTZ, MICHAEL, JOHN	EXECUTIVE VICE PRESIDENT	B	no	03/2020	Mar 30, 2012	Mar 8, 2024
SCHWARTZ, ROBERT, CHRISTOPHER	SENIOR VICE PRESIDENT	B	no	01/2018	Mar 30, 2012	Mar 8, 2024
SCHWARTZ, TIMOTHY, STEVEN	PRESIDENT, CEO	B	no	01/2024	Mar 30, 2012	Mar 8, 2024
STONER, CATHY, MARIE	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, CHIEF FINANCIAL OFFICER	Na	no	01/2014	Mar 30, 2012	Mar 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
AVE MARIA	FL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$3.8B	$3.8B	20	11	1	n/a	n/a
2024	Mar 7, 2025	$3.7B	$3.7B	20	11	1	n/a	n/a
2023	Mar 8, 2024	$3.3B	$3.3B	20	11	1	n/a	n/a
2022	Mar 16, 2023	$2.9B	$2.9B	20	11	1	n/a	n/a
2021	Mar 29, 2022	$3.2B	$3.2B	20	11	1	n/a	n/a
2020	Mar 30, 2021	$2.8B	$2.8B	20	11	1	n/a	n/a
2019	Mar 27, 2020	$2.8B	$2.8B	18	9	1	n/a	n/a
2018	Mar 29, 2019	$2.2B	$2.2B	16	9	1	n/a	n/a
2017	Mar 29, 2018	$2.3B	$2.3B	17	9	1	n/a	n/a
2016	Mar 15, 2017	$1.9B	$1.9B	17	9	n/a	n/a	n/a
2015	Mar 25, 2016	$1.8B	$1.8B	18	10	n/a	n/a	n/a
2014	Mar 18, 2015	$1.9B	$1.9B	18	10	n/a	n/a	n/a
2013	Mar 21, 2014	$1.7B	$1.7B	16	8	n/a	n/a	n/a
2012	Mar 21, 2013	$1.1B	$1.1B	13	8	n/a	n/a	n/a
2011	Mar 30, 2012	$899M	$898M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.8B	$3.7B	3.7%	$2.9B	9.7%	20	20	1	1

Relationships

Registered with (3)

← BRANDON SCOTT SCHEITLERAdvisorregistration: current employment
Dec 20, 2010 to presentfactForm ADV
← ROBERT CHRISTOPHER SCHWARTZAdvisorregistration: current employment
Oct 14, 2010 to presentfactForm ADV
← GEORGE PETER SCHWARTZAdvisorregistration: current employment
Oct 8, 2010 to presentfactForm ADV

Controls (1)

← SCHWARTZ, GEORGE, PETEROwnerEXECUTIVE CHAIRMAN, ownership code C, individual
Mar 30, 2012 to Mar 8, 2024factForm ADV

Owns (8)

← SCHWARTZ, TIMOTHY, STEVENOwnerPRESIDENT, CEO, ownership code B, individual
Mar 30, 2012 to Mar 8, 2024factForm ADV
← SCHWARTZ, ROBERT, CHRISTOPHEROwnerSENIOR VICE PRESIDENT, ownership code B, individual
Mar 30, 2012 to Mar 8, 2024factForm ADV
← SCHWARTZ, MICHAEL, JOHNOwnerEXECUTIVE VICE PRESIDENT, ownership code B, individual
Mar 30, 2012 to Mar 8, 2024factForm ADV
← SCHEITLER, BRANDON, SCOTTOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 21, 2013 to Mar 8, 2024factForm ADV
← STONER, CATHY, MARIEOwnerCHIEF COMPLIANCE OFFICER, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 8, 2024factForm ADV
← GIBBONS, JOHN, G.OwnerDIRECTOR, ownership code NA, individual
Mar 29, 2018 to Mar 8, 2024factForm ADV
← FARRAGHER, EDWARDOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2018 to Mar 8, 2024factForm ADV
← Nolan, Patrick, JOwnerDIRECTOR, ownership code NA, individual
Mar 8, 2024 to Mar 8, 2024factForm ADV

Dated events

Occurred
Mar 27, 2020
Regulatory AUM changed
Schwartz Investment Counsel Inc reported RAUM $2.8B, up 28% from $2.2B (2019-03-29 to 2020-03-27)
Form ADVobserved 4 days ago
$613M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d9a5b25-d07b-b4fc-e0b5-bc8b8410cc71
First observed: Mar 30, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCHWARTZ INVESTMENT COUNSEL INC

CRD 104693

PLYMOUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d9a5b25-d07b-b4fc-e0b5-bc8b8410cc71

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE PETER SCHWARTZ

Chartered Financial Analyst

PLYMOUTH, MI

n/a

ROBERT CHRISTOPHER SCHWARTZ

n/a

PLYMOUTH, MI

n/a

BRANDON SCOTT SCHEITLER

n/a

PLYMOUTH, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHWARTZ, GEORGE, PETER

EXECUTIVE CHAIRMAN

yes

01/2024

Mar 30, 2012

Mar 8, 2024

FARRAGHER, EDWARD

Director

03/2017

Mar 29, 2018

Mar 8, 2024

GIBBONS, JOHN, G.

Director

12/2012

Mar 29, 2018

Mar 8, 2024

Nolan, Patrick, J

Director

11/2023

Mar 8, 2024

SCHEITLER, BRANDON, SCOTT

SENIOR VICE PRESIDENT

01/2024

Mar 21, 2013

Mar 8, 2024

SCHWARTZ, MICHAEL, JOHN

EXECUTIVE VICE PRESIDENT

03/2020

Mar 30, 2012

Mar 8, 2024

SCHWARTZ, ROBERT, CHRISTOPHER

SENIOR VICE PRESIDENT

01/2018

Mar 30, 2012

Mar 8, 2024

SCHWARTZ, TIMOTHY, STEVEN

PRESIDENT, CEO

01/2024

Mar 30, 2012

Mar 8, 2024

STONER, CATHY, MARIE

CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, CHIEF FINANCIAL OFFICER

01/2014

Mar 30, 2012

Mar 8, 2024

City

State

Country

Employees

Also broker-dealer

AVE MARIA

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$3.8B

n/a

2024

Mar 7, 2025

$3.7B

n/a

2023

Mar 8, 2024

$3.3B

n/a

2022

Mar 16, 2023

$2.9B

n/a

2021

Mar 29, 2022

$3.2B

n/a

2020

Mar 30, 2021

$2.8B

n/a

2019

Mar 27, 2020

$2.8B

n/a

2018

Mar 29, 2019

$2.2B

n/a

2017

Mar 29, 2018

$2.3B

n/a

2016

Mar 15, 2017

$1.9B

n/a

2015

Mar 25, 2016

$1.8B

n/a

2014

Mar 18, 2015

$1.9B

n/a

2013

Mar 21, 2014

$1.7B

n/a

2012

Mar 21, 2013

$1.1B

n/a

2011

Mar 30, 2012

$899M

$898M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.8B

$3.7B

3.7%

$2.9B

9.7%