Schulmerich & Associates Asset Management, LLC
SEC RegisteredIndependent, Objective, Financial Advice
About the firm
Schulmerich & Associates Asset Management, LLC is an Oregon & Florida based Registered Investment Advisor, founded in 1971. The firm is committed to the growth of its clients' assets and developing long-term customer relationships, with 54 years in business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Asset Management, Inland 1031 DST
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 246 | $34M |
| High Net Worth Individuals | 146 | $94M |
392 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Over $3,000,000 | 0.30% |
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Schulmerich & Associates Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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