Setchfield Associates LLC
● SEC registered since 2019CRD 113289SEC# 801-116770Bradenton, FL
Reg. AUM
$192.8M
Employees
2
Accounts
351
Location
Bradenton, FL
Setchfield Associates LLC assets under management
Setchfield Associates LLC is an investment advisory firm registered with the SEC based in Bradenton, FL. The firm has been registered since 2019. It reports $192.8 million in regulatory assets under management and employs 2 people.
Setchfield Associates LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cindi Jacobs | Member | 50-75% | 2006 |
| Steven Terry Setchfield Control | Owner/Chief Compliance Officer | 50-75% | 1998 |
Frequently asked questions
How much does Setchfield Associates LLC manage?
Setchfield Associates LLC reports $192.8 million in regulatory assets under management on its Form ADV.
How many employees does Setchfield Associates LLC have?
Setchfield Associates LLC reports 2 employees.
Where is Setchfield Associates LLC located?
Setchfield Associates LLC is based in Bradenton, FL and has been SEC-registered since 2019.
Does Setchfield Associates LLC disclose fund performance?
Setchfield Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 392 Aruba Circle, Unit 101, Bradenton, FL 34209 |
| Phone | 303-627-1099 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.8M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$192.8Mregulatory AUM
Discretionary $182.5MNon-discretionary $10.3M