Scofield & Company, LLC: new SEC registration, $114M AUM, Fairlawn, OH
Scofield & Company, LLC (Fairlawn, Ohio): new SEC registration, $114M AUM, Fairlawn, OH. Its amount of 114 is below the median of 134 (30th percentile). Dated 75 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 114 · 30th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Scofield & Company, LLC |
| Legal name | Scofield & Company, LLC |
| CRD | 105589 |
| Status | Approved |
| Registered with the SEC | 2026-08-21 |
| Latest Form ADV filing | 2026-08-03 |
| Location | Fairlawn, OH, United States |
| Regulatory AUM | $113,566,394 |
| Accounts | 225 |
| Employees | 5 |
| amount percentile | 30th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Scofield & Company, LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Scofield & Company, LLC's amount: 30th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $114M under management.
What is the NewRiaPulse record for Scofield & Company, LLC in Fairlawn, Ohio?
Scofield & Company, LLC received SEC registration as an investment adviser (2026-08-21) with $113,566,394 in regulatory assets under management, based in Fairlawn, OH.
How does Scofield & Company, LLC compare to other Ohio NewRiaPulse records?
Its amount of 114 is below the median (30th percentile); smaller records often move faster and face less competition. It is 75 days old; check the official source for later updates before acting.
Scofield & Company, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Scofield & Company, LLC | Fairlawn, OH | 114 | 30th | 2026-08-21 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.