Adam
Scheve

Dimensional Fund Advisors Lp

CRD#6105442
Investment Advisor
in Austin, TX
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About this Advisor

Adam Scheve is a chartered financial analyst based out of Austin, Texas, who has been in the industry for 11 years. Scheve works at Dimensional Fund Advisors Lp. The advisor has gained experience at Utimco, Navigant Consulting and Dimensional Fund Advisors. Scheve has a Series 63 license, certifying them as a securities broker, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory company that has its headquarters in Austin, Texas. It has offices in two locations and a total of 863 people on staff. It handles $637 billion in assets among its 465 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 465 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Dimensional Fund Advisors Lp performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Dimensional Fund Advisors Lp most likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

TX Average: $3,042,739,679
Total Number of Employees

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Adam Scheve Work History

Adam has 11 years of experience.

2012 - Present (7 years)

Dimensional Fund Advisors

2011 - 2012 (1 years)

Utimco

2007 - 2012 (5 years)

Navigant Consulting

Disclosures

Adam Scheve has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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