9AT: SCHULHOFF & CO INC

SCHULHOFF & CO INC

other names

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Adviser Profile

As of Date	03/10/2025
Adviser Type - Large advisory firm
Number of Employees	4
of those in investment advisory functions	2
Registration	SEC, Approved, 09/07/1976

AUM^*	279,215,750 7.68%
of that, discretionary	257,667,064 6.20%
Private Fund GAV^*	0
Avg Account Size	1,298,678 4.17%
% High Net Worth	66.67% -2.73%
SMA’s	Yes
Private Funds	0
Contact Info	513 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

268M 230M 191M 153M 115M 77M 38M

2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Schulhoff & Company, Inc. has been providing continuous portfolio supervision based upon the individual client's stated investment objectives since 1976.
Ownership of Schulhoff & Company, Inc.: John M. Schulhoff 100% Schulhoff & Company, Inc. provides investment supervisory services to individual clients as described in item 7. Schulhoff & Company, Inc. offers these services for an investment fee based on a percentage of assets under management. Adviser utilizes exchange- listed, over the counter and foreign equities; fixed income securities utilized include municipal securities, U.S. Government obligations, corporate debt securities, commercial paper and certificate of deposits. In a limited number of instances and primarily because of tax considerations, Schulhoff & Company, Inc. has retained client's preexisting

positions in mutual funds. Also in a limited number of instances index funds and exchange traded funds have been purchased. In these cases said clients are paying a direct management fee to Schulhoff & Company, Inc. and a indirect management fee to the fund. Selection criteria of the above is more fully explained in item 8.
Schulhoff & Company, Inc. has and expects to continue to do consulting work in the field of investments for clients who do not need or desire a retainer relationship. Consulting fees are based upon a negotiable rate of $450.00 per hour and are billed after services are rendered.
Schulhoff & Company, Inc. does not participate in wrap fee programs.
Assets under management as of 12/31/2023 Discretionary: $238,505,218 Non Discretionary: $18,660,897 Total Assets: $257,166,115