Scofield & Company, LLC (Akron)

Name: Scofield & Company, LLC
Address: 4040 Embassy Parkway, Akron, OH, 44333
Telephone: 330-668-2616

Scofield & Company, LLC is an adviser based in Akron. It manages $53.64 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Ohio.

Scofield & Company provides portfolio management for individuals and small businesses and active investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scofield & Company: assets under management

The assets under management (AUM) of Scofield & Company, LLC is $53.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scofield & Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scofield & Company, LLC

Scofield & Company, LLC is owned by Alan Wayne Scofield. Heath James Smargiasso joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Wayne Scofield	Owner	1 Apr 1984	75% - 100%	862516
Heath James Smargiasso	Chief compliance officer	1 Jan 2005	Other	2830963

Based in Akron

The principal office where Scofield & Company, LLC performs its advisory services is located at 4040 Embassy Parkway, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-668-2616 or by fax 330-668-2064. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.scofieldandcompany.com.