# 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.

- CRD: 105589
- Filed as: SCOFIELD & COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairlawn, OH
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105589
- AdvisorCensus page: https://advisorcensus.com/firm/scofield-and-company-llc-fairlawn-oh-105589

## Quick answers

**How 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.

**How much does Scofield & Company, LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Prudential Annuities Distributors, Inc

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: $113,566,394
- Discretionary: $113,566,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $21,360,926 |
| High net worth individuals | 18 | $92,175,468 |
| 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) | 0 | Not reported |
| Charitable organizations | 1 | $30,000 |
| 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 | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 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.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scofield & Company, LLC (CRD 105589): Form ADV filing data as of October 2026.