Schauer Investment Management, Inc.
- Regulatory AUM
- $120M
- Discretionary
- $120M
- Clients
- 24
- Avg AUM / client
- $5.0M
- Accounts
- 37
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $4.3M | 3.56% |
| High net worth individuals | 16 | $115M | 96.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For Employees Of Rehabilitation Institute Of Chicago Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab | 2024 | |
| Marion General Hospital Employees' Retirement Plan Marion General Hospital, Inc. | 2024 | |
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| Operating Engineers' Local 324, Defined Contribution Pension Plan Joint Board Of Trustees, Operating Engineers Local 324, Dc | 2024 | |
| The National Football League Club Employees Pension Plan Multiple Employers | Baltimore, MD | 2024 |
| Pipefitters Union Local No. 537 Pension Fund Pipe & Refrigeration Fitters Local 537 | 2024 | |
| Target Corporation Pension Plan Target Corporation | 2024 | |
| Cooperative Pension Plan Cooperative Pension / Savings Board | 2024 | |
| Siemens Energy, Inc. Pension Plan Siemens Energy, Inc. | 2024 | |
| Siemens Energy, Inc. Savings Plan Siemens Energy, Inc. | 2024 | |
| Retirement Plan Of Idaho Power Company Idaho Power Company | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Christian Fowls | Registered representative | Sep 2024 (2y) | ||
| Craig Schauer | Registered representative | Jan 2026 (1y) | ||
| Kyle James Schauer | Registered representative | Jan 2026 (1y) |
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.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Rehabilitation Institute Of Chicago | Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab | 396 | $217M | 09/01/2024 |
| Marion General Hospital Employees' Retirement Plan | Marion General Hospital, Inc. | 140 | $56.3M | 07/01/2024 |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board Of Trustees, Operating Engineers Local 324, Dc | 8,349 | $248M | 05/01/2024 |
| The National Football League Club Employees Pension Plan | Multiple Employers | 4,544 | $2.2B | 04/01/2024 |
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | 2,372 | $962M | 03/01/2024 |
| Target Corporation Pension Plan | Target Corporation | 38,299 | $3.3B | 01/01/2024 |
| Cooperative Pension Plan | Cooperative Pension / Savings Board | 2,374 | $229M | 01/01/2024 |
| Siemens Energy, Inc. Pension Plan | Siemens Energy, Inc. | 2,326 | $532M | 01/01/2024 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | 11,052 | $4.0B | 01/01/2024 |
| Retirement Plan Of Idaho Power Company | Idaho Power Company | 2,144 | $971M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.33 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $104M (87% of AUM) Jun 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗