S
$113.6M Total AUM
$113.6M Disc. AUM
-- 3Y CAGR
5 Employees
104 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-2003
- Office Locations
- 1
Office Locations
822 Kumho Drive Suite 300 Fairlawn OH
About Scofield & Company, LLC
Scofield & Company, LLC is a Fairlawn-based RIA. The firm has been operating for 23 years. Managing $113.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
34 AVG AGE
$37.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
Available
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Investment Themes
Available
Owner & Executives
A
ALAN WAYNE SCOFIELD
Chief Executive Officer, Owner
- CRD
- #862516
- Ownership
- 75% or more
Available
Available
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Casey Peter Urdiales
Chief Compliance Officer, President
- CRD
- #6634105
- Ownership
- Less than 5%
Available
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Showing 2 of 2 owners & executives
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D
Derek Evan Crawford
--
- CRD
- #7683199
Available
Available
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T
THOMAS L FOUSHEE
--
- CRD
- #5297674
Available
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Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,566,394 | $167,820 |
| Non-Discretionary | $0 | -- |
| Total | $113,566,394 | $167,820 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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