Insights

RIA Growth Schwartz Investment Counsel, Inc. is a Registered Investment Adviser with 11-50 employees and revenue in the 10M-25M range, indicating a mid-market advisory firm that may benefit from expanded product suites, strategic allocations, and scalable technology to support growth.

Family Office Outreach With offices in Plymouth, MI and Ave Maria, FL and involvement with Ave Maria Mutual Funds, there is potential to target family offices and religiously affiliated investor networks with tailored wealth management strategies and fund access.

Technology Modernization Current tech stack includes cloud and web tools (AWS, WordPress, Google Tag Manager, LiteSpeed) and security measures; there is opportunity to offer enhanced data analytics, cybersecurity audits, and digital modernization services to support compliance and client experience.

Executive Talent Signals Recent leadership additions and promotions, such as a Director of Strategic Planning and an executive VP, suggest a growth-oriented environment open to strategic partnerships, consulting, and co-managed portfolio initiatives.

Strategic Partnerships As manager of the Ave Maria Mutual Funds and a stakeholder in public equities (e.g., Tractor Supply Company stake), there is potential to propose collaborative distribution arrangements, ETF/ fund-of-funds opportunities, or bespoke research services aligned with their investment thesis.

Schwartz Investment Counsel, Inc. Tech Stack

Schwartz Investment Counsel, Inc. uses 8 technology products and services including DoubleClick Floodlight, Amazon Web Services, WordPress, and more. Explore Schwartz Investment Counsel, Inc.'s tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • WordPress
    Content Management System
  • Lua
    Programming Languages
  • Really Simple SSL & Security
    Security
  • Google Tag Manager
    Tag Management
  • TablePress
    Web Platform Extensions
  • LiteSpeed
    Web Servers

Schwartz Investment Counsel, Inc.'s Email Address Formats

Schwartz Investment Counsel, Inc. uses at least 1 format(s):
Schwartz Investment Counsel, Inc. Email FormatsExamplePercentage
First@schwartzinvest.comJohn@schwartzinvest.com
74%
Last@schwartzinvest.comDoe@schwartzinvest.com
26%

Frequently Asked Questions

What is Schwartz Investment Counsel, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Schwartz Investment Counsel, Inc.'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 Schwartz Investment Counsel, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc.'s official website is schwartzinvest.com and has social profiles on LinkedIn.

How much revenue does Schwartz Investment Counsel, Inc. generate?

Minus sign iconPlus sign icon
As of July 2026, Schwartz Investment Counsel, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Schwartz Investment Counsel, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Schwartz Investment Counsel, Inc. have currently?

Minus sign iconPlus sign icon
As of July 2026, Schwartz Investment Counsel, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include President: R. P.Senior Vice President: G. H.Director Of Strategic Planning: R. G.. Explore Schwartz Investment Counsel, Inc.'s employee directory with LeadIQ.

What industry does Schwartz Investment Counsel, Inc. belong to?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc. operates in the Financial Services industry.

What technology does Schwartz Investment Counsel, Inc. use?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc.'s tech stack includes DoubleClick FloodlightAmazon Web ServicesWordPressLuaReally Simple SSL & SecurityGoogle Tag ManagerTablePressLiteSpeed.

What is Schwartz Investment Counsel, Inc.'s email format?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc.'s email format typically follows the pattern of First@schwartzinvest.com. Find more Schwartz Investment Counsel, Inc. email formats with LeadIQ.

When was Schwartz Investment Counsel, Inc. founded?

Minus sign iconPlus sign icon
Schwartz Investment Counsel, Inc. was founded in 1980.
Schwartz Investment Counsel, Inc. logo

Schwartz Investment Counsel, Inc.

Financial ServicesMichigan, United States11-50 Employees

Schwartz Investment Counsel, Inc. is a registered investment adviser operating in the financial services sector, based in Plymouth, Michigan, with additional offices in Ave Maria, Florida. Established in 1980, the firm manages investments for clients through its role as an adviser to Ave Maria Mutual Funds and related activities. The organization emphasizes strategic planning and portfolio management, highlighted by leadership appointments and governance decisions within its executive team. The firm’s activities span investment oversight and fund management, situating it within the broader landscape of asset management and wealth advisory services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Schwartz Investment Counsel, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Schwartz Investment Counsel, Inc.'s revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.