Schaffer & Company Asset Management, Inc.
● SEC registered since 2015CRD 138463SEC# 801-92168Jacksonville, FL
Reg. AUM
$90.8M
Employees
1
Accounts
562
Location
Jacksonville, FL
Schaffer & Company Asset Management, Inc. assets under management
Schaffer & Company Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Jacksonville, FL. The firm has been registered since 2015. It reports $90.8 million in regulatory assets under management and employs 1 people.
Schaffer & Company Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David M Cocuzzi | Chief Compliance Officer | Under 5% | 2015 |
| Gregory Lee Schaffer Control | President | Over 75% | 2005 |
Frequently asked questions
How much does Schaffer & Company Asset Management, Inc. manage?
Schaffer & Company Asset Management, Inc. reports $90.8 million in regulatory assets under management on its Form ADV.
How many employees does Schaffer & Company Asset Management, Inc. have?
Schaffer & Company Asset Management, Inc. reports 1 employees.
Where is Schaffer & Company Asset Management, Inc. located?
Schaffer & Company Asset Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2015.
Does Schaffer & Company Asset Management, Inc. disclose fund performance?
Schaffer & Company Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13616 Queens Harbor Blvd N, Jacksonville, FL 32225-4923 |
| Phone | 585-563-8626 |
| Fax | 585-563-4300 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90.8M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$90.8Mregulatory AUM
Discretionary $90.8M