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SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110File 801-34341
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.11B
Clients
446
1,776 accounts
Employees
9
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 12, 1989
- Principal office
- 7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112-6108
- Phone
- 303-770-6700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.11B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,776
- Total accounts
- 1,776
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233 | $1.02B |
| Individuals (other than high net worth individuals) | 213 | $95.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 12, 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.