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HS

Henry W. Schacht

DEVOTION CAPITAL MANAGEMENT
GRANGER, IN
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CRD#: 2846319
HS

Professional summary


Henry William Schacht, who also goes by Henry Schacht, is a registered financial advisor currently at DEVOTION CAPITAL MANAGEMENT located in Granger, Indiana.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Henry has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Henry Schacht

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SCHACHT AND COMPANY, INC. 6100 - 12TH STREET VERO BEACH, FL 32966 CITRUS PRODUCTION AND SALES NON-INVESTMENT RELATED I AM A SHAREHOLDER AND ADVISOR TO THIS FAMILY CITRUS COMPANY. THIS RELATIONSHIP HAS LASTED SINCE 5/1995. THE TIME DEVOTED TO THIS ENDEAVOR IS LESS THAN 5 HOURS PER WEEK/20 HOURS PER MONTH. NONE OF THIS TIME IS DURING SECURITY TRADING HOURS. I DISCUSS CAPITAL ALLOCATION, BUSINESS CONDITIONS AND BUSINESS DECISIONS WITH OTHER FAMILY MEMBERS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Henry William Schacht's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 30, 2002 - Present

DEVOTION CAPITAL MANAGEMENT

RIA
CRD#: 122060
GRANGER, IN
Past

August 30, 2002 - December 31, 2002

DEVOTION CAPITAL MANAGEMENT

RIA
CRD#: 122060
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/30/2002)
IAR
Indiana
(5/14/2012)
IAR
Texas
(4/24/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/8/1997
Uniform Investment Adviser Law Examination

Current Firm


DC
DEVOTION CAPITAL MANAGEMENT
DEVOTION CAPITAL MANAGEMENT | SCHACHT VALUE INVESTORS, LLC

CRD#: 122060 / SEC#:

Florida
Registered Investment Advisory firm - (8/30/2002 Approved)
Indiana
Registered Investment Advisory firm - (5/14/2012 Approved)
Texas
Registered Investment Advisory firm - (4/16/2015 Conditional Restricted)
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Contact information


Main Address
207 South Dixie Way, South Bend, IN 46637
Mailing Address
P.o. Box 777, Notre Dame, IN 46556
Phone number
(574) 273-9846
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 33,088,535

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DEVOTION CAPITAL MANAGEMENT

CRD#: 122060Granger, IN

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