Schaeffer Financial LLC
● SEC registered since 2005CRD 133697SEC# 801-63790Rockville, MD
Reg. AUM
$257.7M
Employees
7
Accounts
247
Location
Rockville, MD
Schaeffer Financial LLC assets under management
Schaeffer Financial LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2005. It reports $257.7 million in regulatory assets under management and employs 7 people.
Schaeffer Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kaitlin Yardley Control | Managing Member & Chief Compliance Officer | 25-50% | 2019 |
| Karen Patricia Schaeffer Control | Managing Member | 50-75% | 2004 |
Frequently asked questions
How much does Schaeffer Financial LLC manage?
Schaeffer Financial LLC reports $257.7 million in regulatory assets under management on its Form ADV.
How many employees does Schaeffer Financial LLC have?
Schaeffer Financial LLC reports 7 employees.
Where is Schaeffer Financial LLC located?
Schaeffer Financial LLC is based in Rockville, MD and has been SEC-registered since 2005.
Does Schaeffer Financial LLC disclose fund performance?
Schaeffer Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4612 Great Oak Road, Rockville, MD 20853 |
| Phone | 301-933-5550 |
| Fax | 301-861-0789 |
| Office hours | 9 a.m. To 4 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1898838 |
| Discloses disciplinary history | No |
Regulatory AUM
$257.7M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$257.7Mregulatory AUM
Discretionary $257.7M