Overview

Assets Under Management: $257 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 62
Average Client Assets: $4 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 210
Discretionary Accounts: 208
Non-Discretionary Accounts: 2

Regulatory Filings

CRD Number: 105264
Last Filing Date: 2024-03-11 00:00:00
Website: https://schulhoffco.com

Form ADV Documents

Primary Brochure: FORM ADV - PART 2A (2025-03-10)

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Part 2A of Form ADV: Firm Brochure Item 1 Cover Page Item 2 Material Changes Item 3 Table of Contents Item 4 Advisory Business Item 5 Fees and Compensation Item 6 Performance-Based Fees and Side-By-Side Management Item 7 Types of Clients Item 8 Methods of Analysis, Investment Strategies and Risk of Loss Item 9 Disciplinary Information Item 10 Other Financial Industry Activities and Affiliations Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Item 12 Brokerage Practices Item 13 Review of Accounts Item 14 Client Referrals and Other Compensation Item 15 Custody Item 16 Investment Discretion Item 17 Voting Client Securities Item 18 Financial Information Item 19 Requirements for State-Registered Advisers Continuation Page1 Continuation Page 2 Continuation Page 3 Continuation Page 4 Continuation Page 5 Continuation Page 6 Continuation Page 7 Continuation Page 8 Continuation Page 9 Continuation Page 10 Continuation Page11 Continuation Page 12 Continuation Page 13 Continuation Page 14 Continuation Page 15

Additional Brochure: FORM ADV - PART 2B (2025-03-10)

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Part 2B of Form ADV: Brochure Supplement Item 1 Cover Page Item 2 Educational Background and Business Experience Item 3 Disciplinary Information Item 4 Other Business Activities Item 5 Additional Compensation Item 6 Supervision Item 7 Requirements for State-Registered Advisers Continuation Page 1 Continuation Page 2 Continuation Page 3 Continuation Page 4 Continuation Page 5