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SCHWARTZ INVESTMENT COUNSEL INC

dba SCHWARTZ INVESTMENT COUNSEL INC · CRD 104693 · Registered Investment Adviser

SCHWARTZ INVESTMENT COUNSEL INC is a Registered Investment Adviser headquartered in PLYMOUTH, MI. The firm reports $3,785,346,844 in regulatory assets under management across 77 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$3,785,346,844
Non-discretionary$0
Total RAUM$3,785,346,844
Accounts77

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 104693. adviserinfo.sec.gov/firm/summary/104693.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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