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Schulhoff & CO INC

Schulhoff & CO INC. CRD 105264

S

CRD: 105264

Schulhoff & CO INC

(513) 241-2900
$286.3M Total AUM
$260.9M Disc. AUM
3.4% 3Y CAGR
4 Employees
90 ADV. Clients
49 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
09-07-1976
Office Locations
1

Office Locations

7 West Seventh Street Suite 1920 Cincinnati OH

About Schulhoff & CO INC

Schulhoff & CO INC is a Cincinnati-based RIA. The firm has been operating for 49 years. Managing $286.3M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.

Team overview

-- AVG AGE
$143.1M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
25.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
49yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

J

JOHN MEISER SCHULHOFF

Chief Compliance Officer, Director, President, Secretary

CRD
#4340637
Ownership
75% or more
Available
Available
Available
H

HENRY LOUIS SCHULHOFF

DIRECTOR, National Account Manager, TREASURER

CRD
#4340623
Ownership
Less than 5%
Available
Available
Available

Showing 2 of 2 owners & executives

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Contacts

H

HENRY MCFEE SCHULHOFF

National Account Manager

CRD
#4208384
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-28-2022
03-08-2023
03-11-2024
03-10-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $260,888,671 $1,278,866
Non-Discretionary $25,397,145 $12,698,573
Total $286,285,816 $1,389,737

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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