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Chief Compliance Officer, Vice President, Chief Financial Officer · Schwartz Investment Counsel Inc

Cathy M. Stoner

CRD 5763279 · Named on Form ADV at one SEC-registered adviser

At a glance

Schwartz Investment Counsel Inc, an SEC-registered asset manager based in Plymouth, MI with $3.7 billion in regulatory assets, lists Cathy M. Stoner on its Form ADV as Chief Compliance Officer, Vice President, Chief Financial Officer.

Firms and roles

  • Schwartz Investment Counsel IncChief Compliance Officer, Vice President, Chief Financial OfficerAsset manager · Plymouth, MI · $3.7B in regulatory assets

AtlasMembers

Cathy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Cathy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cathy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.