SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC
  • SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC
  • SCHULMERICH & ASSOCIATES ASSET MANAGEMENT
  • STEPHEN CRAIG SCHULMERICH
  • SCHULMERICH & ASSOCIATES ASSET MANAGEMENT LLC

Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 07/29/2004
Contact Info 503 xxxxxxx
Websites
AUM* 128,512,193 14%
of that, discretionary 128,512,193 14%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 327,837 -12%
% High Net Worth 37.24% -26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

146M 125M 104M 83M 63M 42M 21M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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