Schaeffer Financial LLC
Schaeffer Financial LLC is an SEC-registered wealth manager in Rockville, MD with $257.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Schaeffer Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133697, SEC 801-63790, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $257.7M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 7
- Clients
- 247
- CRD
- 133697
- Ownership
- SCHAEFFER, KAREN, PATRICIA; BYRD, CAROLE, A; YARDLEY, KAITLIN; LUND, JARED, MIKEL
How much AUM does Schaeffer Financial LLC have?
Schaeffer Financial LLC reported $257.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Schaeffer Financial LLC?
Disclosed owners and executives of Schaeffer Financial LLC include SCHAEFFER, KAREN, PATRICIA, BYRD, CAROLE, A, YARDLEY, KAITLIN, LUND, JARED, MIKEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.