Scofield & Company provides portfolio management for individuals and small businesses.
Scofield & Company reports 104 clients. They include 85 individual clients, 18 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($114M across 225 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 19% |
| High-net-worth individuals | 17% | 81% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $21.4M | 18.8% | $251K |
| High-net-worth individuals | 18 | $92.2M | 81.2% | $5.12M |
| Charitable organizations | 1 | $30K | 0.0% | $30K |
| Total | 104 | $114M | 100% | $1.09M |
- Clients
- 85
- Regulatory AUM
- $21.4M
- AUM share
- 18.8%
- Avg. per client
- $251K
- Clients
- 18
- Regulatory AUM
- $92.2M
- AUM share
- 81.2%
- Avg. per client
- $5.12M
- Clients
- 1
- Regulatory AUM
- $30K
- AUM share
- 0.0%
- Avg. per client
- $30K
Total
- Clients
- 104
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $1.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Scofield & Company charges 0.25%–2.00% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Fee details and sources
It has 5 employees, 3 of them in advisory roles.
Leadership
Staff
- 5 employees
- 3 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
Besides its headquarters, Scofield & Company has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 822 Kumho Drive, Suite 300, FairlawnHQ
Contact and registration details
- Legal name
- Scofield & Company, LLC
- Headquarters
- 822 Kumho Drive, Suite 300, Fairlawn, OH 44333
- Website
- Not reported
- Phone
- 330-668-2616
- SEC file
- 801-137138
- Structure
- Ohio LLC
- Fiscal year end
- December
Scofield & Company does not have custody of client assets.
At year end, Scofield & Company’s separately managed accounts were mostly in funds (76%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds76%
- Cash3%
How many clients does Scofield & Company have?
Scofield & Company has 104 clients and manages $114 million for them, as of August 2026. They include 85 individual clients, 18 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Scofield & Company offer?
Scofield & Company provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Scofield & Company charge?
Scofield & Company charges 0.25%–2.00% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: SCOFIELD & CO. BROCHURE (SEC 2026), filed 22 July 2026
How many financial advisors does Scofield & Company have?
Scofield & Company has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Scofield & Company invest in?
At the end of its last fiscal year, Scofield & Company’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Scofield & Company get paid?
Scofield & Company is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Scofield & Company registered with the SEC?
Yes, Scofield & Company has been registered with the SEC as an investment adviser since 21 August 2026. Its CRD number is 105589 and its SEC file number is 801-137138.
Source: Form ADV Part 1A, Item 1, filed 3 August 2026; IAPD firm record
How do I contact Scofield & Company?
Scofield & Company’s main office is at 822 Kumho Drive, Suite 300, Fairlawn, OH 44333. Its phone number is 330-668-2616.