SCHMIDT FINANCIAL GROUP, INC.

CRD #119841 SEC #801-62831 KIRKLAND, WA 425-893-9195

SEC Registered

Total AUM

$416.8M

Discretionary

$405.6M

Employees

Clients

101

Accounts

1,127

Firm Details

Organization Type: Corporation
State of Formation: Washington
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 23, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, PAUL, IRVIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, EVAN, TODD	I	PRESIDENT	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT	NA	Control
SCHMIDT, GLENDA, SUE	I	PRESIDENT	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
SCHMIDT, GLENDA, SUE	I	FOUNDER	NA	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NATIONAL FINANCIAL PARTNERS CORPORATION	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control
NFP CORP.	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	MADISON DEARBORN PARTNERS VI-A&C, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.	DE	MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	F	Control
PATRIOT SPV GP, L.P	DE	PATRIOT SPV, L.P	F	Control
PATRIOT SPV GP, L.P	DE	PATRIOT SPV, L.P	F	Control
PATRIOT SPV GP, L.P	DE	PATRIOT SPV, L.P	F	Control
PATRIOT SPV GP, L.P	DE	PATRIOT SPV, L.P	F	Control
PATRIOT SPV GP, L.P	DE	PATRIOT SPV, L.P	F	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control

Registrations

Federal

Feb 23, 2024 REGISTERED

Notice Filings (3)

CA TX WA

Address

620 KIRKLAND WAY
SUITE 205
KIRKLAND, WA 98033
United States

Phone: 425-893-9195