HS

Henry W. Schacht

DEVOTION CAPITAL MANAGEMENT
GRANGER, IN
Some features on this profile are disabled
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.

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.
The advisor shows no other business activity.

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

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

Regulatory assets under management


Total Number of Accounts73
AUM (Assets Under Management)$ 38,385,894

Red Flags


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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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