Schulhoff & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 16, 2026, reports $286M in regulatory assets under management, 4 employees, and 206 accounts.
Assets Under Management
$286M
Employees
4
Offices
--
Total Clients
90
Primary office
CINCINNATI, OH
9370 MAIN STREET, SUITE D, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.8% of total clients.
Top client categories% of clientsClients
1
HNWI
67.8%
61
2
Individuals
25.6%
23
3
Charitable
4.4%
4
4
Pension Plans
1.1%
1
5
Corporations
1.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of March 16, 2026
Discretionary91.1%
$261M
91% of total RAUM91.1%
Non-discretionary8.9%
$25M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$286M
Total Accounts206
10Y AUM Change+$79M (+37.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.