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Strong Schafer Capital Management LLC (Jupiter)


Strong Schafer Capital Management LLC is a large advisory firm based in Jupiter. It manages $374 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Strong Schafer Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strong Schafer Capital Management: assets under management

The assets under management (AUM) of Strong Schafer Capital Management LLC is $374 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $374 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strong Schafer Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
David K. Schafer Director/president 1 Feb 1984 75% - 100% 4349689

Based in Jupiter

The principal office where Strong Schafer Capital Management LLC performs its advisory services is located at 103 Spinnaker Lane, Jupiter, FL 33477 4003, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 561-741-0600 or by fax 561-748-1933. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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