Setchfield Asset Management
Setchfield Asset Management is an SEC-registered mass-market adviser in Bradenton, FL with $192.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Setchfield Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113289, SEC 801-116770, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $192.8M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Bradenton, FL
- Employees
- 2
- Clients
- 250
- CRD
- 113289
- Ownership
- Jacobs, Cindi; SETCHFIELD, STEVEN, TERRY
How much AUM does Setchfield Asset Management have?
Setchfield Asset Management reported $192.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Setchfield Asset Management?
Disclosed owners and executives of Setchfield Asset Management include Jacobs, Cindi, SETCHFIELD, STEVEN, TERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.