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Schroeder Capital Management, LLC Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Schroeder Capital Management, LLC is an independent registered investment adviser based in Lafayette, California. Founded in 2002, the firm provides investment counsel to private individuals and institutions across the United States. With a small staff, it emphasizes tailoring portfolios to individual goals and employs a broad set of global investment solutions to support retirement planning and wealth creation.

Its approach draws on extensive experience in international markets developed through a long association with Templeton Worldwide and time spent with Sir John Templeton, a recognized figure in international investing. The firm positions itself as a client-centric advisory practice within the investment management industry, offering personalized portfolios built around global opportunities for a nationwide client base.

Find Schroeder Capital Management, LLC employees' phone numbers or email addresses

Schroeder Capital Management, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Schroeder Capital Management, LLC's Leadership

  • Stylized image of a person
    H. S.
    Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing
    Phone icon
    Mobile Phone

Schroeder Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other

Contact profiles from Schroeder Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. S.
    Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing
    Phone icon
    Mobile Phone
    United StatesNew York
    Dec 12, 2025

Frequently Asked Questions

What is Schroeder Capital Management, LLC known for?

Minus sign iconPlus sign iconSchroeder Capital Management, LLC was founded in 2002 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-925-283-****
. Explore Schroeder Capital Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconSchroeder Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schroeder Capital Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconSchroeder Capital Management, LLC has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Schroeder Capital Management, LLC's key employees and leadership?

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As of August 2026, Schroeder Capital Management, LLC's key employees include:

  • Registered Financial Advisor | Comprehensive Wealth Planning & Tax-Optimized Investing: H. S.

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