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(West Lake, TX), with $213M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blake Schutter Theil Wealth Advisors have?","answer":"Blake Schutter Theil Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blake Schutter Theil Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Blake Schutter Theil Wealth Advisors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 10% cash and equivalents, 8% investment grade corporate bonds, 4% state and local bonds and 3% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blake Schutter Theil Wealth Advisors?","answer":"Blake Schutter Theil Wealth Advisors is owned through a holding company by Mark Schutter, Edward Blake and Matthew Theil. Its direct owners are Blake Schutter Theil Holdings, LLC (75% or more) and Tori Haskell (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blake Schutter Theil Wealth Advisors get paid?","answer":"Blake Schutter Theil Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Blake Schutter Theil Wealth Advisors?","answer":"Blake Schutter Theil Wealth Advisors’ main office is at 7777 Washington Village DR., Suite 120, Dayton, OH 45459. Its phone number is 937-956-7875. 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