Schaeffer Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 2, 2026, reports $258M in regulatory assets under management, 7 employees, 3 offices, and 247 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
171
2
HNWI
30.8%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$258Mas of March 2, 2026
Discretionary100.0%
$258M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$258M
Total Accounts247
10Y AUM Change+$118M (+84.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change+2 (+40.0%)
* 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.