JACKSONVILLE, FLCRD 138463Latest ADV March 31, 2026
Schaffer & Company Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 31, 2026, reports $91M in regulatory assets under management, 1 employee, 1 office, and 562 accounts.
Assets Under Management
$91M
Employees
1
Offices
1 office
Total Clients
305
Primary office
JACKSONVILLE, FL
13616 QUEENS HARBOR BLVD N, JACKSONVILLE, FL, United States
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
262
2
HNWI
12.5%
38
3
Corporations
1.3%
4
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of March 31, 2026
Discretionary100.0%
$91M
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$91M
Total Accounts562
10Y AUM Change+$62M (+210.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee305:1
10Y Employee Change-1 (-50.0%)
* 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.