Schaeffer Financial LLC
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 133697
- Registered since
- January 3, 2005
- Website
- www.schaefferfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.67%
- Individuals28.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Schaeffer Financial LLC is an independent, owner-operated registered investment adviser that markets itself to individual and family clients. The firm is SEC-registered (registration year 2005) and reports acting as a capital allocator. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and client education through seminars and workshops. Fee arrangements are flexible and include a percentage of assets under management as well as hourly, fixed, and other fee structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities42%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$145M in ETFs
99%
$144M
0%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $35.3M | 688,312 | 24.30% |
Location
Rockville, MD
Montgomery
Location
Rockville, MD
Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 4612 Great Oak Rd
- Time zone
- ET (UTC-5)
- Office locations
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