SourcingSourcing

SCHULHOFF & CO INC

C44
CRD 105264·SEC 801-11987·CINCINNATI, OH
AUM
$286.3M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$859K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCHULHOFF & CO INC
CRD
105264
SEC file #
801-11987
EIN
310886051
DBA names
—

Economics

AUM
$286.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$208.5M → $286.3M▲ +37%
Client mix
Individuals High Net Worth61
Individuals Other23
Charitable Organizations4
Pension Profit Sharing Plans1
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHULHOFF, JOHN, MEISER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHULHOFF, JOHN, MEISER
SCHULHOFF, HENRY, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001080197
Edgar Registered
Yes
Edgar Filing Count
110
Edgar First Filing Date
1999-06-23
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
109
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001193125-26-216541

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity3
Edgar Addresses
Mailing
9370 MAIN ST.SUITE DCINCINNATI, OH 45242
Business
9370 MAIN ST.SUITE DCINCINNATI, OH 45242
Edgar EIN
310886051
Edgar Recent Filings
13F-HR2026-05-11 · 0001193125-26-216541
13F-HR2026-02-11 · 0001193125-26-045866
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4340637
Trust Company Affiliate
No

People (3)

3
SCHULHOFF, JOHN, MEISER
IAR · Direct Owner · 87.5%
4340637
SCHULHOFF, HENRY, LOUIS
IAR · Executive Officer · 2.5%
4340623
HENRY MCFEE SCHULHOFF
IAR
4208384