Victor Schramm
Chaim Investment Advisors · Eugene, Oregon
Victor Schramm is a fee-only financial advisor at Chaim Investment Advisors in Eugene, Oregon. Victor focuses on sustainable & impact investing and small business owners. Chaim Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Chaim Investment Advisors |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $19.3M across 114 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 6362573 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.chaim-investment-advisors.com |
How Victor's firm compares
- Chaim Investment Advisors's average account is about $169,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Victor
Is Victor Schramm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Chaim Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, Chaim Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Victor Schramm based?
Victor Schramm is based in Eugene, Oregon.
What does Victor specialize in?
Victor's specialties include sustainable & impact investing and small business owners. Victor works with executives.
Is Victor Schramm registered with the SEC?
Yes. Victor Schramm is registered as an investment adviser representative in CA and OR (CRD 6362573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chaim Investment Advisors manage?
Chaim Investment Advisors reports $19.3M across 114 accounts in assets under management.
How do I contact Victor Schramm?
Through Victor's website, www.chaim-investment-advisors.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
- Chaim Investment Advisors 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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