S Capital Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
S Capital Wealth Advisors reports 100 clients. They include 64 individual clients and 36 high-net-worth individuals. Of its assets, 100.0% ($127M across 299 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 18% |
| High-net-worth individuals | 36% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 64 | $22.6M | 17.8% | $354K |
| High-net-worth individuals | 36 | $105M | 82.2% | $2.91M |
| Total | 100 | $127M | 100% | $1.27M |
- Clients
- 64
- Regulatory AUM
- $22.6M
- AUM share
- 17.8%
- Avg. per client
- $354K
- Clients
- 36
- Regulatory AUM
- $105M
- AUM share
- 82.2%
- Avg. per client
- $2.91M
Total
- Clients
- 100
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $1.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
S Capital Wealth Advisors charges 0.50%–1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Annual asset-based fee for retirement plan advisory services on the same tiered schedule (1.00% to 0.50%), billed quarterly in advance and negotiable.
Robert Schneeweis owns 75% or more of S Capital Wealth Advisors. Robert Schneeweis is CEO; the leadership team includes Chief Investment Officer Thomas Schneeweis and Chief Operating Officer Robert Schneeweis. It has 7 employees, 3 of them in advisory roles.
Leadership
Robert SchneeweisChief Executive Officer
Robert SchneeweisChief Operating Officer, Chief Compliance Officer
Thomas SchneeweisChief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of S Capital Wealth Advisors, LLC
Robert Schneeweis
Control person · since February 2022
- Owns 10% to 25% of S Capital Wealth Advisors, LLC
Thomas Schneeweis
Control person · since July 2014
S Capital Wealth Advisors’ regulatory assets grew from $113M (July 2024) to $127M (August 2026); clients fell from 122 to 100 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $127M | 100 | 7 | 4 |
| July 2025 | $117M | 95 | 7 | 4 |
| July 2024 | $113M | 122 | 7 | 3 |
Besides its headquarters, S Capital Wealth Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 86 Mahtomedi Avenue, MahtomediHQ
Contact and registration details
- Legal name
- S Capital Wealth Advisors, LLC
- Headquarters
- 86 Mahtomedi Avenue, Mahtomedi, MN 55115
- Website
- yeswealth.com
- Phone
- 651-426-5854
- @yes-wealth-management
- SEC file
- 801-128782
- Structure
- Delaware LLC
- Fiscal year end
- December
S Capital Wealth Advisors uses Charles Schwab ($121M) as custodian for its separately managed accounts. S Capital Wealth Advisors has custody of $2.15M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $121M100%
At year end, S Capital Wealth Advisors’ separately managed accounts were mostly in funds (78%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds78%
- Registered funds77%
- Pooled vehicles1%
- Cash3%
- Other1%
- Variable annuities1%
How many clients does S Capital Wealth Advisors have?
S Capital Wealth Advisors has 100 clients and manages $127 million for them, as of August 2026. They include 64 individual clients and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does S Capital Wealth Advisors offer?
S Capital Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does S Capital Wealth Advisors charge?
S Capital Wealth Advisors charges 0.50%–1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does S Capital Wealth Advisors use?
S Capital Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026
How many financial advisors does S Capital Wealth Advisors have?
S Capital Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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
What does S Capital Wealth Advisors invest in?
At the end of its last fiscal year, S Capital Wealth Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 3% cash and equivalents, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns S Capital Wealth Advisors?
S Capital Wealth Advisors’ direct owners are Robert Schneeweis (75% or more) and Thomas Schneeweis (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does S Capital Wealth Advisors get paid?
S Capital Wealth Advisors is paid through a percentage of assets under management. 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
How do I contact S Capital Wealth Advisors?
S Capital Wealth Advisors’ main office is at 86 Mahtomedi Avenue, Mahtomedi, MN 55115. Its phone number is 651-426-5854. Its website is yeswealth.com.