AdvisorCensus / Financial advisors / Ohio / Akron / Scofield & Company, LLC
Scofield & Company, LLC
Filed as SCOFIELD & COMPANY, LLC
Scofield & Company, LLC is an SEC-registered investment advisory firm in Fairlawn, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.
Quick answers
From the filingHow is Scofield & Company, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Scofield & Company, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Scofield & Company, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 22, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Scofield & Company, LLC located?
Scofield & Company, LLC's principal office is in Fairlawn, OH, according to its Form ADV.
Is Scofield & Company, LLC registered with the SEC or a state?
Scofield & Company, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 105589.
How much does Scofield & Company, LLC manage?
Scofield & Company, LLC reports $113,566,394 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).
What types of clients does Scofield & Company, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (18); charitable organizations (1).
Which custodians does Scofield & Company, LLC use?
Scofield & Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Prudential Annuities Distributors, Inc as custodians holding 10% or more of its separately managed account assets.
Does Scofield & Company, LLC 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/105589
What changed in Scofield & Company, LLC's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 2% a year (a range, as the brochure states it)
The brochure's wording
Scofield and Company is compensated through set fees based on assets under management. Fees are negotiable. Fees are billed quarterly and are paid in arrears. Our fee schedule: a flat percentage from .25% to 2% of total assets under management
As stated in the firm's Form ADV Part 2A brochure dated July 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$113,566,394 as of October 2026, filing dated August 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Scofield & Company, LLC (CRD 105589): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/scofield-and-company-llc-fairlawn-oh-105589