David Schawel has been Chief Investment Officer of Family Manage since November 2017, is a control person of the firm and directly owns between 10% and 25% of it. David Schawel holds a Bachelor of Science in Business Management with a concentration in Finance from North Carolina State University.
Family Manage LLC is a New York, NY firm with $5.31B under management, 761 clients and 23 advisers across 3 offices, as of its April 2026 filing.
David R. Schawel is Chief Investment Officer of Family Management. He was appointed Chief Investment Officer of the firm in 2017 and joined it from New River Investments, where he managed private investment portfolios. From 2008 to 2015, Schawel was Vice President and Portfolio Manager for Square 1 Financial and sat on the investment committee for Square 1 Asset Management.
David Schawel’s longest registration is the current one, 6 years at Family Manage since 2020. Before joining Family Manage in 2020, David Schawel was registered through New River Investments.
- New River Investments– · 2 yearsMorrisville, NC · Adviser representative · Firm CRD 157173
Professional designations
Listed by Family Manage
- Chartered Financial Analyst
Investment adviser representative registrations
David Schawel is registered as an investment adviser representative in North Carolina, since July 2020.
- North CarolinaSince 9 July 2020
Examinations
No examinations are on David Schawel’s record.
- Full name
- David Randall Schawel
- CRD
- 4927312
- Firm
- Family Manage · CRD 104951
- Role
- Chief Investment Officer
- Office
- Cary, NC
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familymanage.com
Where does David Schawel work?
David Schawel has been Chief Investment Officer of Family Manage LLC since November 2017, and is a control person of the firm.
Is David Schawel a financial advisor?
Yes. David Schawel has a current investment-adviser registration in North Carolina, through Family Manage since July 2020.
How many years of experience does David Schawel have?
David Schawel has 8 years in the financial industry, since May 2018, across 2 adviser firms.
Where did David Schawel work before Family Manage?
Before Family Manage, David Schawel was registered through New River Investments, October 2015 to December 2017.
Where is David Schawel based?
David Schawel’s registered office is in Cary, NC.
Is David Schawel registered with FINRA?
No. David Schawel has no current broker registration.
Is David Schawel a CFA charterholder?
Family Manage lists David Schawel with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify David Schawel’s record?
Search CRD 4927312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Schawel’s full registration record.
