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SCHECHTER INVESTMENT ADVISORS, LLC

BIRMINGHAM, MI · CRD 169114 · IAPD ↗ · schechterwealth.com · 248-731-9500

$3.94BRegulatory AUM
14Advisory reps
30Employees
899Clients
101-250Planning clients
0Private funds
14States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — SCHECHTER INVESTMENT ADVISORS, LLC (BIRMINGHAM, MI) left the SEC roster (was $3.94B RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2025 — SCHECHTER INVESTMENT ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SCHECHTER INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — SCHECHTER INVESTMENT ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SCHECHTER INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — SCHECHTER INVESTMENT ADVISORS, LLC now reports custody of client assets ($1.18B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.