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SETCHFIELD ASSET MANAGEMENT
Legal name: SETCHFIELD ASSOCIATES LLC
CRD 113289File 801-116770
APPROVED
Retail clients
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$192.8M
Below cohort median (national)
Discretionary AUM
$182.5M
Non-discretionary $10.3M
Clients
250
351 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 10, 2019
- Principal office
- 392 ARUBA CIRCLE, UNIT 101, BRADENTON, FL, 34209
- Phone
- 303-627-1099
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.8M
- Discretionary AUM
- $182.5M
- Non-discretionary AUM
- $10.3M
- Discretionary accounts
- 350
- Non-discretionary accounts
- 1
- Total accounts
- 351
- AUM per client
- $771K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $42.8M |
| Individuals (other than high net worth individuals) | 200 | $150.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
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 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.