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
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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
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