|
⚲
|
| Keyboard |
| Stephen Craig Schulmerich
✚
|
|
|---|---|
| CRD # | 112547 |
| SEC # | 801-63384 |
| CIK # | |
| AUM | 128.5 M (2026-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-672-7750 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 34.2 |
| (b) Individuals (high net worth individuals) | 146 | 94.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 128.5 |
| By Discretionary | ||
| Discretionary | 392 | 128.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 128.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.5 | |
| Total | 392 | 128.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 392 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HOLM & Cawley Financial Group LLC
✚
|
NV | 128.8 M |
|
Prospettiva Financial LLC
✚
|
CA | 128.7 M |
|
Catum Advisory Group LLC
✚
|
CT | 128.6 M |
|
Pelican Investment Advisors LLC
✚
|
LA | 128.5 M |
|
Kurtin Financial Advisers LLC
✚
|
128.5 M | |
|
BHK Securities LLC
✚
|
AL | 128.4 M |
|
Mullins Investment Services LLC
✚
|
VA | 128.4 M |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 128.2 M |
|
Bright Advisors LLC
✚
|
CO | 128.2 M |
|
Networth Financial Services LLC
✚
|
GA | 128.1 M |