SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Schulhoff & Co Inc
Cincinnati, OH
CRD 105264
Firm filing updated March 16, 2026 ·
- $286.3MAssets
- 90Clients
- 2Advisory staff
- 206Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals61
- Individuals23
- Charities4
- Pension and profit sharing plans1
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 23 | $9.1 million |
| High net worth individuals | 61 | $237.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $23.9 million |
| Charitable organizations | 4 | $11.7 million |
| Corporations or other businesses not listed above | 1 | $3.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$286.3 million
- Accounts206
- Discretionary$260.9 million · 204 accounts
- Non-discretionary$25.4 million · 2 accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105264, SEC file 801-11987.
- Registered with the SEC as an investment advisor (status date on record: September 7, 1976).
Is Schulhoff & Co Inc a fiduciary?
Short answer: Schulhoff & Co Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.