S
Schulhoff & Co Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$246,872,714
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
84
73% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
HighAverage account size
$2,938,961
About
Schulhoff & Co Inc serves individual and high-net-worth clients, providing portfolio management and related investment advisory services. The firm reports $286,285,816 in assets under management across 84 client accounts.
The firm's Form ADV includes disclosures on its methods of analysis, investment strategies, risks of loss, and investment discretion, indicating it addresses both decisionmaking and discretionary management when engaged. Operating with a single advisor, the firm’s client relationships are relatively concentrated, which typically results in more direct advisor involvement in portfolio construction and periodic account reviews.
What is notable for a supported firm is the combination of a single-advisor structure with AUM above $200 million, implying larger average account sizes (roughly $3.4 million per client) than many peers. The brochure’s table of contents also highlights custody, brokerage practices, other financial industry activities and affiliations, and performance-related fee topics, which prospective clients may want to review for additional operational and service details.
Client services
Portfolio management
Main office location
Schulhoff & Co Inc
9370 Main Street, Suite D
Cincinnati OH 45242-7621, United States
Number of offices
1
Most active in
Schulhoff & Co Inc has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")