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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| BYRD, CAROLE, A | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| LUND, JARED, MIKEL | I | CHIEF OPERATING OFFICER | NA | Control |
| LUND, JARED, MIKEL | I | CHIEF OPERATING OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER/CCO | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | E | Control |
| SCHAEFFER, KAREN, PATRICIA | I | MANAGING MEMBER | D | Control |
| YARDLEY, KAITLIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (10)
CA DC FL MD MI NC NY PA TX VA
Address
4612 GREAT OAK ROADROCKVILLE, MD 20853
United States
Phone: 301-933-5550