SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD #110110 SEC #801-34341 CENTENNIAL, CO 303-770-6700
SEC Registered
Total AUM
$979.1M
Discretionary
$0
Employees
9
Clients
251
Accounts
1,810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $979.1M | $0 | $979.1M | 9 | 0 |
| Mar 2024 | $888.3M | $0 | $888.3M | 9 | 0 |
| Mar 2023 | $742.7M | $0 | $742.7M | 8 | 2 |
| Jun 2022 | $760M | $0 | $760M | 9 | 9 |
| Mar 2022 | $760M | $0 | $760M | 9 | 9 |
| Mar 2021 | $672.5M | $0 | $672.5M | 9 | 5 |
| Jun 2020 | $658M | $0 | $658M | 9 | 4 |
| Mar 2020 | $658M | $0 | $658M | 9 | 4 |
| Mar 2019 | $554.3M | $0 | $554.3M | 9 | 5 |
| Mar 2018 | $605.4M | $0 | $605.4M | 9 | 5 |
| Mar 2017 | $503.5M | $0 | $503.5M | 9 | 300 |
| Mar 2016 | $486M | $0 | $486M | 9 | 300 |
| Apr 2015 | $502.9M | $0 | $502.9M | 9 | 300 |
| Mar 2015 | $502.9M | $0 | $502.9M | 9 | 300 |
| Mar 2014 | $491.1M | $0 | $491.1M | 9 | 300 |
| Mar 2013 | $444.4M | $0 | $444.4M | 8 | 300 |
| Mar 2012 | $377.7M | $0 | $377.7M | 6 | 300 |
| Mar 2011 | $369.2M | $0 | $369.2M | 10 | -- |
| Mar 2008 | $313.9M | $0 | $313.9M | 10 | -- |
| May 2007 | $276.9M | $0 | $276.9M | 10 | -- |
| Feb 2007 | $276.9M | $0 | $276.9M | 10 | -- |
| Mar 2006 | $222.6M | $0 | $222.6M | 10 | -- |
| Jul 2001 | $91.8M | $0 | $91.8M | 5 | -- |
DateMar 2025
Total AUM$979.1M
Discretionary$0
Non-Disc.$979.1M
Employees9
Clients0
DateMar 2024
Total AUM$888.3M
Discretionary$0
Non-Disc.$888.3M
Employees9
Clients0
DateMar 2023
Total AUM$742.7M
Discretionary$0
Non-Disc.$742.7M
Employees8
Clients2
DateJun 2022
Total AUM$760M
Discretionary$0
Non-Disc.$760M
Employees9
Clients9
DateMar 2022
Total AUM$760M
Discretionary$0
Non-Disc.$760M
Employees9
Clients9
DateMar 2021
Total AUM$672.5M
Discretionary$0
Non-Disc.$672.5M
Employees9
Clients5
DateJun 2020
Total AUM$658M
Discretionary$0
Non-Disc.$658M
Employees9
Clients4
DateMar 2020
Total AUM$658M
Discretionary$0
Non-Disc.$658M
Employees9
Clients4
DateMar 2019
Total AUM$554.3M
Discretionary$0
Non-Disc.$554.3M
Employees9
Clients5
DateMar 2018
Total AUM$605.4M
Discretionary$0
Non-Disc.$605.4M
Employees9
Clients5
DateMar 2017
Total AUM$503.5M
Discretionary$0
Non-Disc.$503.5M
Employees9
Clients300
DateMar 2016
Total AUM$486M
Discretionary$0
Non-Disc.$486M
Employees9
Clients300
DateApr 2015
Total AUM$502.9M
Discretionary$0
Non-Disc.$502.9M
Employees9
Clients300
DateMar 2015
Total AUM$502.9M
Discretionary$0
Non-Disc.$502.9M
Employees9
Clients300
DateMar 2014
Total AUM$491.1M
Discretionary$0
Non-Disc.$491.1M
Employees9
Clients300
DateMar 2013
Total AUM$444.4M
Discretionary$0
Non-Disc.$444.4M
Employees8
Clients300
DateMar 2012
Total AUM$377.7M
Discretionary$0
Non-Disc.$377.7M
Employees6
Clients300
DateMar 2011
Total AUM$369.2M
Discretionary$0
Non-Disc.$369.2M
Employees10
Clients--
DateMar 2008
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees10
Clients--
DateMay 2007
Total AUM$276.9M
Discretionary$0
Non-Disc.$276.9M
Employees10
Clients--
DateFeb 2007
Total AUM$276.9M
Discretionary$0
Non-Disc.$276.9M
Employees10
Clients--
DateMar 2006
Total AUM$222.6M
Discretionary$0
Non-Disc.$222.6M
Employees10
Clients--
DateJul 2001
Total AUM$91.8M
Discretionary$0
Non-Disc.$91.8M
Employees5
Clients--