Schaefer Financial Management, Inc.
● SEC registered since 1989CRD 110110SEC# 801-34341Centennial, CO
Reg. AUM
$1.11B
Employees
9
Accounts
1,776
Location
Centennial, CO
Schaefer Financial Management, Inc. assets under management
Schaefer Financial Management, Inc. operates as an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 1989. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Schaefer Financial Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Alan Schaefer Control | President, Chairman, Sole Shareholder | Over 75% | 2001 |
| Rebecca A Aardal | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Schaefer Financial Management, Inc. manage?
Schaefer Financial Management, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Schaefer Financial Management, Inc. have?
Schaefer Financial Management, Inc. reports 9 employees.
Where is Schaefer Financial Management, Inc. located?
Schaefer Financial Management, Inc. is based in Centennial, CO and has been SEC-registered since 1989.
Does Schaefer Financial Management, Inc. disclose fund performance?
Schaefer Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7700 East Arapahoe Road, Suite 265, Centennial, CO 80112-6108 |
| Phone | 303-770-6700 |
| Fax | 303-770-1041 |
| Office hours | 8-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $0Non-discretionary $1.11B