# Schulhoff & Co Inc

> Schulhoff & Co Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1976, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 105264
- Filed as: SCHULHOFF & CO INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105264
- AdvisorCensus page: https://advisorcensus.com/firm/schulhoff-and-co-inc-cincinnati-oh-105264

## Quick answers

**How is Schulhoff & Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Schulhoff & Co Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schulhoff & Co Inc located?**
Schulhoff & Co Inc's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Schulhoff & Co Inc registered with the SEC or a state?**
Schulhoff & Co Inc is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 105264.

**How much does Schulhoff & Co Inc manage?**
Schulhoff & Co Inc reports $286,285,816 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (91% discretionary).

**How have Schulhoff & Co Inc's assets and staff changed since 2021?**
In the Form ADV data for Schulhoff & Co Inc: Regulatory assets under management: $253,072,658 in the October 2021 data and $286,285,816 in the October 2026 data, up 13%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schulhoff & Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (23); charitable organizations (4).

**Which custodians does Schulhoff & Co Inc use?**
Schulhoff & Co Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.

**Does Schulhoff & Co Inc 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/105264

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $286,285,816
- Discretionary: $260,888,671
- Non-discretionary: $25,397,145

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $9,085,677 |
| High net worth individuals | 61 | $237,787,037 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $23,898,844 |
| Charitable organizations | 4 | $11,656,210 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $3,858,048 |

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

### Firm details
- Registered since: 1976 (50 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $253,072,658 | 4 | March 15, 2021 |
| October 2022 | $284,961,923 | 4 | February 28, 2022 |
| October 2023 | $259,303,395 | 4 | March 8, 2023 |
| October 2024 | $257,166,115 | 4 | March 11, 2024 |
| October 2025 | $279,215,750 | 4 | March 10, 2025 |
| October 2026 | $286,285,816 | 4 | March 16, 2026 |

Regulatory assets under management: $253,072,658 in the October 2021 data and $286,285,816 in the October 2026 data, up 13%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schulhoff & Co Inc (CRD 105264): Form ADV filing data as of October 2026.