|
⚲
|
| Keyboard |
| Schulhoff & Co Inc
✚
|
|
|---|---|
| CRD # | 105264 |
| SEC # | 801-11987 |
| CIK # | 0001080197 |
| AUM | 286.3 M (2026-03-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-241-2900 |
| Address | 9370 Main Street Cincinnati, OH 45242-7621 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 22.2 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Johnson & Johnson | 10.3 | ||
| Lockheed Martin Corp | 9.1 | ||
| Cincinnati Financial Corp | 8.4 | ||
| Chevron Corp | 7.6 | ||
| AbbVie Inc | 6.0 | ||
| Coca Cola Co | 5.8 | ||
| Microsoft Corp | 5.0 | ||
| US Bancorp de | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 9.1 |
| (b) Individuals (high net worth individuals) | 61 | 237.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 23.9 |
| (h) Charitable organizations | 4 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 286.3 |
| By Discretionary | ||
| Discretionary | 204 | 260.9 |
| Non-Discretionary | 2 | 25.4 |
| Total | 206 | 286.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.3 | |
| Total | 206 | 286.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080197] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valtrion Capital Management LLC
✚
|
TN | 287.3 M |
|
JF Williams Co Inc
✚
|
CO | 286.5 M |
|
Shaker Financial Services LLC
✚
|
MD | 286.3 M |
|
RPC Private Wealth LLC
✚
|
IL | 286.3 M |
|
Financial Forum Inc
✚
|
WA | 285.8 M |
|
New England Research & Management Inc
✚
|
IL | 285.2 M |
|
Ayrshire Capital Management LLC
✚
|
CT | 285.1 M |
|
Pandora Wealth Inc
✚
|
IL | 285.0 M |
|
Physician Family Financial Advisors Inc
✚
|
OR | 284.9 M |
|
Kane Company Wealth Management Inc
✚
|
IA | 284.7 M |