Scofield & Company, LLC
CRD 105589SEC# 801-137138Fairlawn, OH
No longer SEC-registered. Scofield & Company, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$113.6M
Employees
5
Accounts
225
Location
Fairlawn, OH
Scofield & Company, LLC assets under management
Scofield & Company, LLC is an investment advisory firm registered with the SEC based in Fairlawn, OH. It reports $113.6 million in regulatory assets under management and employs 5 people.
Scofield & Company, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Wayne Scofield Control | Owner | Over 75% | 1984 |
| Casey Peter Urdiales | Chief Compliance Officer | Under 5% | 2016 |
Frequently asked questions
How much does Scofield & Company, LLC manage?
Scofield & Company, LLC reports $113.6 million in regulatory assets under management on its Form ADV.
How many employees does Scofield & Company, LLC have?
Scofield & Company, LLC reports 5 employees.
Where is Scofield & Company, LLC located?
Scofield & Company, LLC is based in Fairlawn, OH.
Does Scofield & Company, LLC disclose fund performance?
Scofield & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 822 Kumho Drive, Suite 300, Fairlawn, OH 44333 |
| Office hours | 8:30a.m. - 4:30p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$113.6Mregulatory AUM
Discretionary $113.6M