Schaper Benz & Wise Investment Counsel Inc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.7B
- Clients
- 403
- Avg AUM / client
- $4.4M
- Accounts
- 1,077
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 111 | $34.0M | 1.93% |
| High net worth individuals | 277 | $1.7B | 95.1% |
| Pension and profit sharing plans | 6 | $26.1M | 1.48% |
| Charitable organizations | 7 | $25.5M | 1.45% |
| Corporations and other businesses | 2 | $835K | 0.05% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Everett Benz | Chairman (03/2020) And Director (02/1994) | CFA | Mar 1994 (32y) | 25% – 50% |
| Thomas Haley Rippl | Vice President (10/2006), Treasurer (03/2020) And Director (01/2017) | CFA | Nov 2002 (24y) | 10% – 25% |
| Christi Lyn Salm | Vice President (08/2003) And Director (01/2017) | CFA | Aug 2003 (23y) | 10% – 25% |
| Anthony John Seashore | President (03/2020) And Director (01/2018) | Jul 2012 (14y) | 10% – 25% | |
| Kimberly Anne Petersen | President Of Family Wealth Counsel (01/2020), Secretary (03/2020) And Director (01/2017) | Dec 2013 (13y) | 5% – 10% | |
| Mark James Sprtel | Chief Compliance Officer (03/2021) And Investment Officer (01/2020) | CFA | Jul 2014 (12y) | Less than 5% |
| Trevor David Rabbach | Vice President Of Family Wealth Counsel | Aug 2017 (9y) | Less than 5% | |
| Laura Ann Guy | Registered representative | Aug 2000 (26y) | ||
| Blake Kenneth Bartlett | Registered representative | CFA | Nov 2019 (7y) | |
| Daniel Jon Sullivan | Registered representative | Feb 2021 (5y) | ||
| Shane Michael Wiegert | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗