RIA

    Schwartz Investment Management Co.

    Registered investment advisor · Dickinson, North Dakota · CRD #115427

    Assets Under Management
    $19M
    Client Accounts
    65
    Employees
    1
    CRD Number
    115427
    Registration
    STATE Registered

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

    About Schwartz Investment Management Co.

    Schwartz Investment Management Co. is a registered investment advisory firm headquartered in Dickinson, North Dakota, managing approximately $19M in regulatory assets across 65 client accounts. The firm's full regulatory record is filed with the SEC under CRD #115427.

    Fee Structure

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

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    Frequently Asked Questions

    What is Schwartz Investment Management Co.'s AUM?

    Schwartz Investment Management Co. reports approximately $19M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Schwartz Investment Management Co. headquartered?

    Schwartz Investment Management Co. is headquartered in Dickinson, North Dakota.

    What is Schwartz Investment Management Co.'s CRD number?

    Schwartz Investment Management Co.'s CRD number is 115427. 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 Management Co. manage?

    Schwartz Investment Management Co. manages approximately 65 client accounts according to its latest SEC filing.

    Is Schwartz Investment Management Co. SEC registered?

    Schwartz Investment Management Co. is registered as a STATE investment adviser.

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