Charles Schwab Investment Management, Inc

Overview

Charles Schwab Investment Management, Inc is an SEC registered investment adviser based in San Francisco, CA, registered since 1990. It reports $1.7T in assets under management across 856,597 accounts, with 946 employees. It has 37 investment adviser representatives.

Reported AUM

$1.7T

Discretionary

99%

Accounts

856,597

Average account

$2M

Employees

946

Advisory reps

37

Registered since

1990

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 8

• Omar Aguilar Chavez Chief Executive Officer, President and Chief Investment Officer CRD 4782958
• Catherine Margaret Macgregor Chief Legal Officer CRD 4998989
• Jessica Ann Seidlitz Chief Financial Officer, Chief Operating Officer CRD 4910590

5 more executive officers, with direct contact details

Advisory reps 3 of 37

• Michal Ryszard Bartkiewicz Investment Adviser Rep CRD 4128090
• Kevin A Boorman Investment Adviser Rep CRD 7717405
• Maximillian Breier Investment Adviser Rep CRD 2796077

34 more advisory reps, with emails, phones and branch locations

Location

Headquarters

425 Market St Ste 1700
San Francisco, CA 94105

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: thomaspartnersinvestmentmanagement.com

Every state, with registration dates

Similar firms near San Francisco

• Blackrock Fund AdvisorsSan Francisco, CA$4.3T AUM
• Dodge & CoxSan Francisco, CA$467B AUM
• KKR Credit Advisors (US) LLCSan Francisco, CA$271B AUM
• Iconiq Capital, LLCSan Francisco, CA$118B AUM
• Hellman & Friedman LLCSan Francisco, CA$11B AUM