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SCOFIELD & COMPANY, LLC
CRD 105589File 801-137138
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$113.6M
Bottom 25% of cohort (national)
Discretionary AUM
$113.6M
Clients
104
225 accounts
Employees
5
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 21, 2026
- Principal office
- 822 KUMHO DRIVE, SUITE 300, FAIRLAWN, OH, 44333
- Phone
- 330-668-2616
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.6M
- Discretionary AUM
- $113.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 225
- Non-discretionary accounts
- 0
- Total accounts
- 225
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $30K |
| High net worth individuals | 18 | $92.2M |
| Individuals (other than high net worth individuals) | 85 | $21.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 23, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.