Carl Scholtz
Scholtz & Company · Stamford, Connecticut
Carl Scholtz is a fee-only financial advisor at Scholtz & Company in Stamford, Connecticut, who holds the CFA credential. Carl charges a one-time planning fee.
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Facts
| Firm | Scholtz & Company |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $340.5M across 380 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, LA, TX · CRD 5365510 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.scholtzandco.com |
| Profile |
How Carl's firm compares
- Scholtz & Company's average account is about $896,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Carl
Is Carl Scholtz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Scholtz & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl charges a one-time planning fee.
Where is Carl Scholtz based?
Carl Scholtz is based in Stamford, Connecticut.
What credentials does Carl Scholtz hold?
Carl Scholtz holds the CFA credential.
Is Carl Scholtz registered with the SEC?
Yes. Carl Scholtz is registered as an investment adviser representative in CT, LA and TX (CRD 5365510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Scholtz & Company manage?
Scholtz & Company reports $340.5M across 380 accounts in assets under management.
How do I contact Carl Scholtz?
Through Carl's website, www.scholtzandco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Scholtz & Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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