BRADENTON, FLCRD 113289Latest ADV February 16, 2026
Setchfield Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bradenton, FL. Its latest Form ADV filing, dated February 16, 2026, reports $193M in regulatory assets under management, 2 employees, 1 office, and 351 accounts.
Assets Under Management
$193M
Employees
2
Offices
1 office
Total Clients
250
Primary office
BRADENTON, FL
392 ARUBA CIRCLE, UNIT 101, BRADENTON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
200
2
HNWI
20.0%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 16, 2026
Discretionary94.7%
$183M
95% of total RAUM94.7%
Non-discretionary5.3%
$10M
5% of total RAUM5.3%
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$193M
Total Accounts351
10Y AUM Change+$88M (+83.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee125:1
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.