SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
CRD #107630 SEC #801-39679 NEENAH, WI 920-727-1137
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
15
Clients
51
Accounts
986
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $1.6B | $22.2M | 15 | 0 |
| Mar 2024 | $1.4B | $1.4B | $17.5M | 14 | 0 |
| Mar 2023 | $1.2B | $1.2B | $13.4M | 13 | 0 |
| Oct 2022 | $1.4B | $1.4B | $20.7M | 16 | 0 |
| Jun 2022 | $1.4B | $1.4B | $20.7M | 16 | 0 |
| Mar 2022 | $1.4B | $1.4B | $20.7M | 16 | 0 |
| Mar 2021 | $1.2B | $1.2B | $17.5M | 16 | 0 |
| Jun 2020 | $1B | $1B | $21.3M | 14 | 0 |
| Mar 2020 | $1B | $1B | $21.3M | 14 | 0 |
| Mar 2019 | $827.6M | $814.6M | $13.1M | 13 | 2 |
| Mar 2018 | $845.4M | $832.4M | $13M | 13 | 1 |
| May 2017 | $717.3M | $710.8M | $6.5M | 12 | 200 |
| Mar 2017 | $717.3M | $710.8M | $6.5M | 12 | 200 |
| Apr 2016 | $643.8M | $632.6M | $11.2M | 12 | 200 |
| Mar 2016 | $643.8M | $632.6M | $11.2M | 12 | 200 |
| Mar 2015 | $632.7M | $626.1M | $6.6M | 12 | 200 |
| Mar 2014 | $585.7M | $583.2M | $2.6M | 9 | 200 |
| Mar 2013 | $470.7M | $468.7M | $2M | 8 | 200 |
| Jun 2012 | $416.4M | $416.4M | $0 | 6 | 200 |
| Mar 2012 | $416.4M | $416.4M | $0 | 6 | 200 |
| Nov 2011 | $414.7M | $414.5M | $237.1K | 6 | 200 |
| Mar 2008 | $460.5M | $460.5M | $0 | 10 | -- |
| Mar 2007 | $445.4M | $445.4M | $0 | 10 | -- |
| Dec 2006 | $448.2M | $448.2M | $0 | 10 | -- |
| Mar 2006 | $448.2M | $448.2M | $0 | 10 | -- |
| Jan 2006 | $455.4M | $454.4M | $991.7K | 10 | -- |
| Mar 2002 | $347.4M | $346.5M | $904.4K | 5 | -- |
| May 2001 | $361.8M | $360.7M | $1.1M | 5 | -- |
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$22.2M
Employees15
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$17.5M
Employees14
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.4M
Employees13
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$20.7M
Employees16
Clients0
DateJun 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$20.7M
Employees16
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$20.7M
Employees16
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.5M
Employees16
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$21.3M
Employees14
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$21.3M
Employees14
Clients0
DateMar 2019
Total AUM$827.6M
Discretionary$814.6M
Non-Disc.$13.1M
Employees13
Clients2
DateMar 2018
Total AUM$845.4M
Discretionary$832.4M
Non-Disc.$13M
Employees13
Clients1
DateMay 2017
Total AUM$717.3M
Discretionary$710.8M
Non-Disc.$6.5M
Employees12
Clients200
DateMar 2017
Total AUM$717.3M
Discretionary$710.8M
Non-Disc.$6.5M
Employees12
Clients200
DateApr 2016
Total AUM$643.8M
Discretionary$632.6M
Non-Disc.$11.2M
Employees12
Clients200
DateMar 2016
Total AUM$643.8M
Discretionary$632.6M
Non-Disc.$11.2M
Employees12
Clients200
DateMar 2015
Total AUM$632.7M
Discretionary$626.1M
Non-Disc.$6.6M
Employees12
Clients200
DateMar 2014
Total AUM$585.7M
Discretionary$583.2M
Non-Disc.$2.6M
Employees9
Clients200
DateMar 2013
Total AUM$470.7M
Discretionary$468.7M
Non-Disc.$2M
Employees8
Clients200
DateJun 2012
Total AUM$416.4M
Discretionary$416.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$416.4M
Discretionary$416.4M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$414.7M
Discretionary$414.5M
Non-Disc.$237.1K
Employees6
Clients200
DateMar 2008
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$445.4M
Discretionary$445.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$448.2M
Discretionary$448.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$448.2M
Discretionary$448.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$455.4M
Discretionary$454.4M
Non-Disc.$991.7K
Employees10
Clients--
DateMar 2002
Total AUM$347.4M
Discretionary$346.5M
Non-Disc.$904.4K
Employees5
Clients--
DateMay 2001
Total AUM$361.8M
Discretionary$360.7M
Non-Disc.$1.1M
Employees5
Clients--