Schaefer Financial Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Centennial, CO. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 1,776 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
446
Primary office
CENTENNIAL, CO
7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 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 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
233
2
Individuals
47.8%
213
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,776
10Y AUM Change+$611M (+121.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee50:1
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.