# Scheeler Financial Group

> Scheeler Financial Group is an SEC-registered investment advisory firm in West Chester, OH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 342671
- Filed as: SCHEELER FINANCIAL GROUP
- Legal name: Scheeler Financial LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: West Chester, OH
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342671
- AdvisorCensus page: https://advisorcensus.com/firm/scheeler-financial-group-west-chester-oh-342671

## Quick answers

**How is Scheeler Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Scheeler Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Scheeler Financial Group located?**
Scheeler Financial Group's principal office is in West Chester, OH, according to its Form ADV.

**Is Scheeler Financial Group registered with the SEC or a state?**
Scheeler Financial Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342671.

**How much does Scheeler Financial Group manage?**
Scheeler Financial Group reports $0 in regulatory assets under management in its Form ADV filing dated July 31, 2026.

**Does Scheeler Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342671

**Does Scheeler Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "There is a household minimum of $1,000,000, which may be waived by SFG in its discretion."

**What changed in Scheeler Financial Group's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in FL, KY, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is a household minimum of $1,000,000, which may be waived by SFG in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scheelerfinancialgroup.com
- Facebook facebook.com
- LinkedIn @scheeler-financial-group

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in FL, KY, TX.

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scheeler Financial Group (CRD 342671): Form ADV filing data as of October 2026.