SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
C48
CRD 138463·SEC 801-92168·JACKSONVILLE, FL
AUM
$90.8M
$25M-$100M
Est. Revenue
$908K
@ 1% on AUM
Est. EBITDA
$272K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $36.2M
'21 · $48.5M
'22 · $49.2M
'23 · $60.9M
'25 · $70.0M
'26 · $90.8M
'20'26
$36.2M → $90.8M▲ +151%
Client mix
| Individuals Other | 262 |
| Individuals High Net Worth | 38 |
| Corporations | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 2 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
1 advisors → 1 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
SouthTrust Bank of Northeast Florida National AssociationJacksonville, FL
SouthTrust Bank of Northeast Florida National AssociationJacksonville, FL
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 88,507 |
| Returns | 6,710 |
Stub 2
| AGI | 263,044 |
| Returns | 7,130 |
Stub 3
| AGI | 293,082 |
| Returns | 4,760 |