Stephen Craig Schulmerich
● SEC registered since 2004CRD 112547SEC# 801-63384
Reg. AUM
$128.5M
Employees
2
Accounts
392
Location
—
Stephen Craig Schulmerich assets under management
Stephen Craig Schulmerich is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $128.5 million in regulatory assets under management and employs 2 people.
Stephen Craig Schulmerich owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Craig Schulmerich Control | Owner/Chief Compliance Officer/Managing Member | Over 75% | 1970 |
Frequently asked questions
How much does Stephen Craig Schulmerich manage?
Stephen Craig Schulmerich reports $128.5 million in regulatory assets under management on its Form ADV.
How many employees does Stephen Craig Schulmerich have?
Stephen Craig Schulmerich reports 2 employees.
Does Stephen Craig Schulmerich disclose fund performance?
Stephen Craig Schulmerich is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 503-672-7750 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$128.5M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$128.5Mregulatory AUM
Discretionary $128.5M