Schorpp Capital Management, Pc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 131893
· SEC file 801-63270
· East Brunswick, NJ
· WWW.SCHORPPCAPITAL.COM
☆ Save with Pro
ADV data as of Mar 05, 2025
- Regulatory AUM
- $69.9M
- Discretionary
- $69.9M
- Clients
- 182
- Avg AUM / client
- $384K
- Accounts
- 285
- Employees
- 3
AUM over time
$1.8M
$69.9M
Mar 30, 2012
Mar 5, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $28.9M | 41.3% |
| High net worth individuals | 101 | $41.1M | 58.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas James Schorpp | Chief Compliance Officer | Jun 2004 (22y) | 50% – 75% | |
| Wayne D Schorpp | President | CFP | Jun 2004 (22y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2025 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2025.
View current Form ADV (SEC/IAPD) ↗