Scofield & Company, LLC

Overview

Scofield & Company, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm markets portfolio management services to individuals, families and small-business clients and also works with institutional relationships. It operates on a percentage-of-assets fee model and the adviser also maintains a registered representative relationship with a broker-dealer. Scofield does not identify itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices