Schulhoff & Co Inc
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 105264
- Registered since
- September 7, 1976
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.06%
- Pension & Profit Sharing Plans8.35%
- Charitable Organizations4.07%
- Individuals3.17%
- Corporations / Businesses1.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Schulhoff & Co Inc is a small, privately owned corporate advisory firm that has been SEC-registered since 1976. The firm works primarily with individual and family clients as well as select institutional relationships, focusing on portfolio management for individuals and small businesses. Compensation is a mix of asset-based fees, hourly charges and fixed fees rather than commission-based pay. Schulhoff does not identify as an ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3John Schulhoff
Portfolio ManagerCRD 4340637
Henry Schulhoff
Marketing RepresentativeCRD 4208384
Henry Schulhoff
PresidentCRD 4340623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $376K | 502 | 29.25% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9370 Main St
- Time zone
- ET (UTC-5)
- Office locations
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