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Benjamin Cody Schwank

EIV CAPITAL, LLC·HOUSTON, Texas
Unclaimed Profile
777 WALKER STREET, HOUSTON, TX 77002CRD# 5253180Firm CRD# 169111
01

About

Benjamin Cody Schwank is a registered financial advisor based in HOUSTON, Texas, affiliated with EIV CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EIV CAPITAL, LLC
EIV CAPITAL, LLC
AUM
$2.4B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at EIV CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5253180
Firm CRD# 169111
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Cody Schwank offer?
Benjamin Cody Schwank specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Benjamin Cody Schwank's credentials?
Benjamin Cody Schwank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Cody Schwank located?
Benjamin Cody Schwank is based in HOUSTON, Texas, working with EIV CAPITAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Benjamin Cody Schwank charge for services?
Benjamin Cody Schwank's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EIV CAPITAL, LLC?
EIV CAPITAL, LLC has approximately 32 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Claire Renee Harvey
HOUSTON, TX
David John Paul Finan
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Gary Levin
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Gregory M Davis
HOUSTON, TX

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Research
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