SCHULHOFF & CO INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $286.3M |
| Discretionary | $260.9M91% of AUM |
| Non-Discretionary | $25.4M |
| Client Accounts | 206 |
| Avg Account Size | $1.4M |
| Employees | 4 |
| Peak AUM | $286.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $286M | +2.5% | +3.4% | +2.5% | |
| Discretionary AUM | $261M | ||||
Key Metrics
| Total AUM | $286.3M |
| Discretionary | $260.9M |
| Employees | 4 |
| Client Accounts | 206 |
Contact & Location
Address
9370 MAIN STREET
CINCINNATI OH 45242-7621
Phone
513-241-2900
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$261M
91.1% of AUM
Non-Discretionary
$25M
8.9% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported