SCOFIELD & COMPANY, LLC
Firm details
- Headquarters
- FAIRLAWN, Ohio
- CRD number
- 105589
- Custodians
- CHARLES SCHWAB & CO., INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.59%
- Individuals26.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scofield & Company, LLC is a small, privately held wealth-advisory practice that serves individual and family clients. The firm operates as a registered representative of a broker-dealer and provides portfolio management services targeted at individuals and small businesses. Its client relationships are managed on a percentage-of-assets-under-management fee model. Scofield does not identify itself as an active ESG investor, and it is not structured as a multi-state or pension-focused adviser.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities7%
- Cash & Cash Equivalents4%
Contacts
3 of 5Derek Crawford
ManagerCRD 7683199
Casey Urdiales
AttorneyCRD 6634105
THOMAS FOUSHEE
Registered RepresentativeCRD 5297674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRLAWN, OH
SUMMIT
Location
FAIRLAWN, OH
Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 822 Kumho Dr
- Time zone
- ET (UTC-5)
- Office locations
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