Blake Schutter Theil Wealth Advisors, LLC
Blake Schutter Theil Wealth Advisors, LLC is a Dayton, Ohio-based independent investment adviser and wealth management firm. Founded in 2013, the firm provides comprehensive financial services, including investment management, retirement and estate planning, and tax strategy for business owners, professionals, high-net-worth families, multigenerational families, and entities with complex and illiquid assets. Its team includes multiple CPAs and wealth management professionals, with decades of combined experience. The firm strives to act as its clients' personal CFOs, offering objective advice with no product sales and leveraging technology for efficient, centralized management.
Investment Strategy
Blake Schutter Theil Wealth Advisors adopts a holistic, client-centric, and objective approach to wealth management. The firm designs and manages custom investment portfolios tailored to wealth preservation, risk management, and multi-generational legacy planning. With deep expertise in tax and estate planning, their strategies integrate advanced planning for clients with complex business or real estate interests, aligning portfolios with individualized goals and core family values. Frequent use of technology allows real-time data aggregation and ongoing oversight, enabling adaptive strategies through changing family or business circumstances. The firm does not sell products and maintains full transparency and independence in investment selection.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHK | SCHWAB STRATEGIC TR | 11.18% | $9.9M | 330,530 | $27.65 | $29.82 | +$242.6K |
S SCHR | SCHWAB STRATEGIC TR | 7.83% | $6.9M | 275,878 | $25.16 | $25.03 | +$486.1K |
I IJH | ISHARES TR | 4.96% | $4.4M | 70,502 | $62.30 | $62.02 | +$353.8K |
V VYM | VANGUARD WHITEHALL FDS | 3.18% | $2.8M | 21,050 | $130.85 | $133.31 | +$1.5M |
A AAPL | APPLE INC | 2.93% | $2.6M | 12,601 | $233.00 | $205.17 | -$213.1K |