Scheeler Financial Group

RIASEC Registered

Total AUM

—

Avg account

$0

Accounts

0

Employees

2

Advisory reps

2

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

FINTRX

Overview

Scheeler Financial Group LLC is a newly formed advisory firm that registered with the SEC in 2026. The firm’s stated activities focus on financial planning and portfolio management for individual clients and small businesses. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. FINTRX flags an industry affiliation with an insurance company. The firm is not identified as a multi-state adviser, pension consultant, capital allocator, or a related adviser, and it is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Frederick Scheeler
CEOCRD 4611216

Contacts

1 of 1

Ellen Scheeler
Director of OperationsCRD 5400192

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 44

Active vs passive

$149M in ETFs

Passive

96%

$143M

Active

3%

$5.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)	State Street	Passive	Ultrashort Bond	$52.9M	577,680	35.59%

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Primary office

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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