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SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC
Legal name: STEPHEN CRAIG SCHULMERICH
CRD 112547File 801-63384
APPROVED
Retail clients
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$153.0M
Bottom 25% of cohort (national)
Discretionary AUM
$153.0M
Clients
200
394 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 29, 2004
- Principal office
- Not reported
- Phone
- 503-672-7750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.0M
- Discretionary AUM
- $153.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 394
- Non-discretionary accounts
- 0
- Total accounts
- 394
- AUM per client
- $765K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 157 | $93.0M |
| Individuals (other than high net worth individuals) | 43 | $60.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 11- Q11
- Q11C1
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 208 | 392 | increased by184 |
| Feb 1, 2026 | AUM | $124,907,881 | $128,512,193 | increased by$3,604,312 |
| Feb 1, 2026 | Accounts | 208 | 392 | increased by184 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 290 | 208 | decreased by82 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $118,000,000 | $124,907,881 | increased by$6,907,881 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 290 | 208 | decreased by82 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 330 | 290 | decreased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $146,000,000 | $118,000,000 | decreased by$28,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 330 | 290 | decreased by40 |
| Feb 1, 2022 | AUM | $143,000,000 | $146,000,000 | increased by$3,000,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCHULMERICH ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHULMERICH ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
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.