Insights

Niche Expertise Schroeder Capital Management’s focus on personalized, global investment solutions backed by over 30 years of experience and connections to renowned investor Sir John Templeton positions it as a specialized advisor targeting high-net-worth individuals and institutional clients seeking tailored wealth management.

Technology Usage The company leverages advanced cloud-based technologies, including Cloudflare CDN and Bot Management, indicating openness to adopting cybersecurity and cloud infrastructure solutions that enhance website performance and security, which could be relevant for client data protection needs.

Growth Potential With a modest revenue range of up to 1 million dollars and a small team, Schroeder Capital Management is a potentially agile firm eager to expand its client base and assets under management, presenting opportunities for targeted growth-oriented financial products or marketing support.

Competitive Landscape Operating within a highly competitive industry against major firms like BlackRock and Vanguard suggests a focus on personalized, boutique services, creating a sales opportunity for niche or premium financial technology solutions that can differentiate their offerings.

Market Trends Given the company's emphasis on global markets and wealth creation, there is a strategic opportunity to offer insights, tools, or services related to international investment trends, compliance, and market analysis to bolster their investment counsel capabilities.

Schroeder Capital Management, LLC Tech Stack

Schroeder Capital Management, LLC uses 8 technology products and services including Cloudflare CDN, Cloudflare, Open Graph, and more. Explore Schroeder Capital Management, LLC's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Babel
    Development
  • Mustache
    Javascript Frameworks
  • Cloudflare Bot Management
    Security
  • MediaElement.js
    Video Players
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Schroeder Capital Management, LLC's Email Address Formats

Schroeder Capital Management, LLC uses at least 1 format(s):
Schroeder Capital Management, LLC Email FormatsExamplePercentage
FirstLast@schroeder-capital.comJohnDoe@schroeder-capital.com
50%
FirstLast@schroeder-capital.comJohnDoe@schroeder-capital.com
50%

Frequently Asked Questions

Where is Schroeder Capital Management, LLC's headquarters located?

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Schroeder Capital Management, LLC's main headquarters is located at 3620 Happy Valley Road, Suite 203. The company has employees across 1 continents, including North America.

What is Schroeder Capital Management, LLC's phone number?

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You can contact Schroeder Capital Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Schroeder Capital Management, LLC's official website and social media links?

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Schroeder Capital Management, LLC's official website is schroeder-capital.com and has social profiles on LinkedIn.

What is Schroeder Capital Management, LLC's NAICS code?

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Schroeder Capital Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Schroeder Capital Management, LLC have currently?

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As of December 2025, Schroeder Capital Management, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing: H. S.. Explore Schroeder Capital Management, LLC's employee directory with LeadIQ.

What industry does Schroeder Capital Management, LLC belong to?

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Schroeder Capital Management, LLC operates in the Investment Management industry.

What technology does Schroeder Capital Management, LLC use?

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Schroeder Capital Management, LLC's tech stack includes Cloudflare CDNCloudflareOpen GraphBabelMustacheCloudflare Bot ManagementMediaElement.jsX-UA-Compatible.

What is Schroeder Capital Management, LLC's email format?

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Schroeder Capital Management, LLC's email format typically follows the pattern of FirstLast@schroeder-capital.com. Find more Schroeder Capital Management, LLC email formats with LeadIQ.

When was Schroeder Capital Management, LLC founded?

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Schroeder Capital Management, LLC was founded in 2002.

Schroeder Capital Management, LLC

Investment ManagementCalifornia, United States2-10 Employees

Schroeder Capital Management, LLC, is an independent, registered investment advisor based in Lafayette, California.  Founded in 2002, the firm provides investment counsel to private individuals and institutions throughout the United States.  The foundation of Schroeder Capital Management’s business is the application of unique, broad-based knowledge and understanding of global markets gained through years of association with Templeton Worldwide and personal time spent with Sir John Templeton, known as the “Father of International Investing.”  With over 30 years of experience, our client-centric investment professionals build personalized portfolios to achieve wealth creation and retirement planning using a comprehensive array of global investment solutions.

Section iconCompany Overview

Headquarters
3620 Happy Valley Road, Suite 203
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Schroeder Capital Management, LLC's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Schroeder Capital Management, LLC's revenue is estimated to be in the range of $1M

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