STEPHEN CRAIG SCHULMERICH
DBA: SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $128.5M |
| Discretionary | $128.5M100% of AUM |
| Client Accounts | 392 |
| Avg Account Size | $328K |
| Employees | 2 |
| Peak AUM | $603.0MJan 2006 |
| AUM CAGR | +10.4% /yrover 25 yrs · 60 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $129M | +8.9% | +3.8% | 2.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $128.5M |
| Discretionary | $128.5M |
| Employees | 2 |
| Client Accounts | 392 |
Contact & Location
Phone
503-672-7750
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$129M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp 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
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Apr 2001
•SRO proceeding/bar
Related Entities (Item 7)
Pension Consultant