Institutional
    SEC Registered

    Schwartz Investment Counsel Inc

    Registered investment advisor · Plymouth, Michigan · CRD #104693

    Assets Under Management
    $3.8B
    Client Accounts
    77
    Employees
    20
    CRD Number
    104693
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Comerica Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Schwartz Investment Counsel Inc

    Ave Maria Mutual Funds is a family of no-load mutual funds managed by Schwartz Investment Counsel, Inc., which was founded in 1980. The funds focus on equity and bond investments that align with the core values and teachings of the Roman Catholic Church, using moral investment screens to filter out companies that do not adhere to these principles. The offerings include several funds such as the Ave Maria Growth Fund, which aims for long-term capital appreciation, and the Ave Maria Rising Divide

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Schwartz Investment Counsel Inc

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    Frequently Asked Questions

    What is Schwartz Investment Counsel Inc's AUM?

    Schwartz Investment Counsel Inc reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Schwartz Investment Counsel Inc headquartered?

    Schwartz Investment Counsel Inc is headquartered in Plymouth, Michigan.

    What is Schwartz Investment Counsel Inc's CRD number?

    Schwartz Investment Counsel Inc's CRD number is 104693. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Schwartz Investment Counsel Inc manage?

    Schwartz Investment Counsel Inc manages approximately 77 client accounts according to its latest SEC filing.

    Is Schwartz Investment Counsel Inc SEC registered?

    Yes, Schwartz Investment Counsel Inc is registered with the SEC as an investment adviser with an approved registration status.

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