S Capital Wealth Advisors, Llc
- Regulatory AUM
- $127M
- Discretionary
- $127M
- Clients
- 100
- Avg AUM / client
- $1.3M
- Accounts
- 299
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $22.6M | 17.8% |
| High net worth individuals | 36 | $105M | 82.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schneeweis, Thomas, R | Chief Investment Officer | Jul 2014 (12y) | 10% – 25% | |
| Robert Eugene Schneeweis | Chief Executive Officer | Jan 2015 (12y) | 75% or more | |
| Sarah Louise Johnson | President | CFP | Feb 2022 (5y) | Less than 5% |
| Schneeweis, Robert, J | Chief Operating Officer, Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| James Michael Heflin | Registered representative | Feb 2016 (10y) | ||
| Michael Andrew Heflin | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 03/18/2026 | 942 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $121M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗