Scheeler Financial Group
Firm details
- Headquarters
- West Chester, Ohio
- CRD number
- 342671
- Registered since
- June 26, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Scheeler Financial Group is organized as a limited liability company and recently registered as an SEC adviser in 2026. The firm offers financial planning and portfolio management services targeted at individuals and small businesses. Compensation is by percentage of assets under management and by fixed fees. Regulatory and service attributes in the source record indicate the adviser is not a capital allocator, is not designated as a multi-state adviser, and does not position itself as an active ESG investor. The firm is linked to an insurance company affiliation.
Assets & Accounts
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
Owners & executives
1 of 1
Frederick Scheeler
CEOCRD 4611216
Contacts
1 of 1
Ellen Scheeler
Director of OperationsCRD 5400192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, OH
Butler
Location
West Chester, OH
Headquartered in West Chester, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Butler
- Address
- 9078 Union Centre Blvd
- Time zone
- ET (UTC-5)
- Office locations
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