# Schumacher Financial, LLC

> Schumacher Financial, LLC is a state-registered investment advisory firm in Eagan, MN, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 297211
- Filed as: SCHUMACHER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eagan, MN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297211
- AdvisorCensus page: https://advisorcensus.com/firm/schumacher-financial-llc-eagan-mn-297211

## Quick answers

**How is Schumacher Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schumacher Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Schumacher Financial, LLC located?**
Schumacher Financial, LLC's principal office is in Eagan, MN, according to its Form ADV.

**Is Schumacher Financial, LLC registered with the SEC or a state?**
Schumacher Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297211.

**How much does Schumacher Financial, LLC manage?**
Schumacher Financial, LLC reports $28,233,352 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (85% discretionary).

**What types of clients does Schumacher Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (5).

**Does Schumacher Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297211

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,233,352
- Discretionary: $24,132,552
- Non-discretionary: $4,100,800

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $20,981,977 |
| High net worth individuals | 5 | $7,251,375 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schumacherfinancial.com
- LinkedIn @jeffrey-schumacher-058910169

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schumacher Financial, LLC (CRD 297211): Form ADV filing data as of October 2026.