CRD: 112547
Schulmerich & Associates Asset Management, LLC
$128.5M Total AUM
$128.5M Disc. AUM
3.8% 3Y CAGR
2 Employees
784 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-02-1993
- Office Locations
- 1
Office Locations
-- Longboat KEY FL
About Schulmerich & Associates Asset Management, LLC
Schulmerich & Associates Asset Management is an independent, objective advisory firm in Longboat Key, FL providing financial planning and discretionary asset management for retail clients, including entrepreneurs. Portfolios emphasize asset allocation using ETFs and public funds, with optional ESG/socially responsible tilts, and are custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$64.3M AVG AUM / ADVISOR
$163.9K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN CRAIG SCHULMERICH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #415613
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,512,193 | $327,837 |
| Non-Discretionary | $0 | -- |
| Total | $128,512,193 | $327,837 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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