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SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC
STEPHEN CRAIG SCHULMERICH
CRD 112547 · SEC 801-63384
Corporate platformLLC
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.5M
Discretionary AUM
$128.5M
Team
2 total employees; 2 advisory reps; 392 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $34.2M |
| High net worth individuals | 146 | $94.3M |
States served
CA, ID, NE, OR, WA, FL
All web addresses on file
Official SEC filing: View on IAPD