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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SCHWARZ INVESTMENT PARTNERS

CRD 113556

SILVER LAKE, KS

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:9cae2e97-cf94-fb9f-6451-1af92e243f5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 23, 2022 to Sep 14, 2026
17 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: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $185MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $185M
Private client RAUM: $181MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $92.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 913
Individual clients: 693
High net worth clients: 21
SEC number: 801-123523
CRD: 113556
Filings on the tape: 17
First filed: Feb 23, 2022
Latest filed: Sep 14, 2026
Organised: Corporation, KS
Website: schwarzinvestmentpartners.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
ROBERT WAYNE SCHWARZ	Certified Financial Planner	Silver Lake, KS	25	35	n/a	yes
Mark Benjamin Johnson	n/a	SILVER LAKE, KS	2	10	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
SCHWARZ, ROBERT, WAYNE	CHIEF COMPLIANCE OFFICER AND PRESIDENT	E	yes	01/2003	Feb 23, 2022	Sep 10, 2024

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	Private funds	Fund GAV
2025	Jan 8, 2026	$185M	$185M	3	2	n/a	n/a
2024	Feb 28, 2025	$162M	$162M	3	3	n/a	n/a
2023	Feb 14, 2024	$127M	$127M	2	2	n/a	n/a
2022	Mar 6, 2023	$107M	$107M	2	2	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	$185M	$162M	14.4%	$107M	20.1%	3	3	0	0

Relationships

Registered with (5)

← Mark Benjamin JohnsonAdvisorregistration: current employment
Aug 6, 2024 to presentfactForm ADV
← ROBERT WAYNE SCHWARZAdvisorregistration: current employment
Mar 13, 2001 to presentfactForm ADV
← KATHERINE CASSIDY MCMASTERAdvisorregistration: previous registration
Jan 6, 2016 to Jan 7, 2026factForm ADV
← LOGAN THOMAS WOLFLEYAdvisorregistration: previous registration
Nov 5, 2021 to May 17, 2022factForm ADV
← ROBERT COLE SCHWARZAdvisorregistration: previous registration
Oct 13, 2015 to Jun 30, 2016factForm ADV

Controls (1)

← SCHWARZ, ROBERT, WAYNEOwnerCHIEF COMPLIANCE OFFICER AND PRESIDENT, ownership code E, individual
Feb 23, 2022 to Sep 10, 2024factForm ADV

Dated events

Occurred
Jan 7, 2026
Advisor departed, no destination yet
Katherine Cassidy Mcmaster no longer registered at Schwarz Investment Partners; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
May 17, 2022
Advisor changed firm
Logan Thomas Wolfley left Schwarz Investment Partners for Triad Wealth Partners, Llc (registered 2023-10-04)
Form ADVobserved 4 days ago
Occurred
Feb 23, 2022
First Form ADV filing
Cobler Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cae2e97-cf94-fb9f-6451-1af92e243f5c
First observed: Feb 23, 2022
Last observed: Sep 14, 2026 5 days 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.

SCHWARZ INVESTMENT PARTNERS

CRD 113556

SILVER LAKE, KS

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:9cae2e97-cf94-fb9f-6451-1af92e243f5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT WAYNE SCHWARZ

Certified Financial Planner

Silver Lake, KS

n/a

yes

Mark Benjamin Johnson

n/a

SILVER LAKE, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHWARZ, ROBERT, WAYNE

CHIEF COMPLIANCE OFFICER AND PRESIDENT

yes

01/2003

Feb 23, 2022

Sep 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 8, 2026

$185M

n/a

2024

Feb 28, 2025

$162M

n/a

2023

Feb 14, 2024

$127M

n/a

2022

Mar 6, 2023

$107M

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

$185M

$162M

14.4%

$107M

20.1%