SCHAEFFER FINANCIAL LLC
CRD #133697 SEC #801-63790 ROCKVILLE, MD 301-933-5550
SEC Registered
Total AUM
$223.2M
Discretionary
$223.2M
Employees
7
Clients
101
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $223.2M | $223.2M | $0 | 7 | 237 |
| Apr 2025 | $223.2M | $223.2M | $0 | 7 | 237 |
| Feb 2025 | $223.2M | $223.2M | $0 | 7 | 237 |
| Feb 2025 | $223.2M | $223.2M | $0 | 7 | 237 |
| Nov 2024 | $199.4M | $199.4M | $0 | 7 | 131 |
| Mar 2024 | $199.4M | $199.4M | $0 | 7 | 131 |
| Mar 2023 | $178.4M | $178.4M | $0 | 6 | 142 |
| Feb 2023 | $178.4M | $178.4M | $0 | 6 | 142 |
| Nov 2022 | $213.2M | $213.2M | $0 | 5 | 142 |
| Nov 2022 | $213.2M | $213.2M | $0 | 5 | 142 |
| Mar 2022 | $213.2M | $213.2M | $0 | 5 | 142 |
| Feb 2021 | $182M | $182M | $0 | 6 | 103 |
| Jun 2020 | $166.7M | $166.7M | $0 | 6 | 138 |
| Mar 2020 | $166.7M | $166.7M | $0 | 6 | 138 |
| Jun 2019 | $145.2M | $145.2M | $0 | 6 | 158 |
| Feb 2019 | $145.2M | $145.2M | $0 | 5 | 158 |
| Mar 2018 | $166M | $166M | $0 | 5 | 150 |
| Dec 2017 | $139.6M | $139.6M | $0 | 4 | 0 |
| Mar 2017 | $139.6M | $139.6M | $0 | 5 | 300 |
| Feb 2016 | $147.5M | $147.5M | $0 | 6 | 400 |
| Feb 2015 | $138M | $138M | $0 | 5 | 300 |
| Mar 2014 | $135.1M | $135.1M | $0 | 5 | 600 |
| Feb 2014 | $135.1M | $135.1M | $0 | 5 | 600 |
| Jul 2013 | $113.4M | $113.4M | $0 | 4 | 500 |
| Mar 2013 | $113.4M | $113.4M | $0 | 4 | 500 |
| Mar 2012 | $100M | $100M | $0 | 1 | 500 |
| Aug 2011 | $97.1M | $97.1M | $0 | 5 | -- |
| Mar 2011 | $97.1M | $97.1M | $0 | 5 | -- |
| Mar 2010 | $81.4M | $81.4M | $0 | 5 | -- |
| Jan 2010 | $66.3M | $66.3M | $0 | 5 | -- |
| Feb 2008 | $63.2M | $63.2M | $0 | 5 | -- |
| Nov 2007 | $61.5M | $61.5M | $0 | 5 | -- |
| Jan 2007 | $61.1M | $61.1M | $0 | 5 | -- |
| Mar 2006 | $57M | $57M | $0 | 5 | -- |
| Nov 2005 | $43.5M | $43.5M | $0 | 5 | -- |
| Sep 2005 | $43.5M | $43.5M | $0 | 5 | -- |
| Dec 2004 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees7
Clients237
DateApr 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees7
Clients237
DateFeb 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees7
Clients237
DateFeb 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees7
Clients237
DateNov 2024
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees7
Clients131
DateMar 2024
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees7
Clients131
DateMar 2023
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients142
DateFeb 2023
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients142
DateNov 2022
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients142
DateNov 2022
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients142
DateMar 2022
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients142
DateFeb 2021
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees6
Clients103
DateJun 2020
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients138
DateMar 2020
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients138
DateJun 2019
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees6
Clients158
DateFeb 2019
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees5
Clients158
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients150
DateDec 2017
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees5
Clients300
DateFeb 2016
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees6
Clients400
DateFeb 2015
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients600
DateFeb 2014
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients600
DateJul 2013
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees4
Clients500
DateMar 2013
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees4
Clients500
DateMar 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees1
Clients500
DateAug 2011
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--