SCHULHOFF & CO INC
Adviser information for SCHULHOFF & CO INC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 208 | $238.5M |
Non-Discretionary | 2 | $18.7M |
Total | 210 | $257.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 23 | $8.9M |
HNW Individuals | 61 | $215.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 2 | $19.7M |
Charitable organizations | 4 | $10.8M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 1 | $2.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
9370 MAIN STREETSUITE D
CINCINNATI
OH
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 513-241-2900, Fax: 513-621-0044
Chief Compliance Officer
JOHN M. SCHULHOFF
PRESIDENT
9370 MAIN STREET
SUITE D
CINCINNATI
OH
United States
Tel:
513-241-2900
Fax:
513-621-0044
J***@**************M
(Full email address available in API data)
Regulatory Contact
SCHULHOFF, JOHN MEISER
PRESIDENT
9370 MAIN STREET
SUITE D
CINCINNATI
OH
United States
Tel:
(513) 241-2900
Fax:
(513) 621-0044
J**@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SCHULHOFF, HENRY, LOUIS | Individual | – | TREASURER, DIRECTOR | 07/1976 | < 5% |
SCHULHOFF, JOHN, MEISER | Individual | – | PRESIDENT, SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | 03/1998 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AT&T INC | COM | 2M | 83K | – |
ABBOTT LABORATORIES | COM | 3M | 26K | – |
ABBVIE INC | COM | 5M | 28K | – |
ACCENTURE PLC | COM | 4M | 13K | – |
ACADIAN TIMBER CORP | COM | 205K | 16K | – |
ALPHABET INC | CLASS A | 2M | 9K | – |
AMERICAN ELECTRIC PWR | COM | 228K | 3K | – |
AMERICAN EXPRESS | COM | 1M | 4K | – |
AMERISERV FINANCIAL | COM | 29K | 13K | – |
AMERIPRISE FINANCIAL | COM | 342K | 800 | – |
AMGEN INC | COM | 264K | 844 | – |
APPLE INC | COM | 4M | 19K | – |
AVADEL PHARMACEUTICALS | COM | 2M | 137K | – |
BANK OF AMERICA | COM | 2M | 39K | – |
BANK OF NEW YORK MELLON | COM | 739K | 12K | – |
BERKSHIRE HATHAWAY | CLASS A | 7M | 11 | – |
BERKSHIRE HATHAWAY | CLASS B | 258K | 633 | – |
BOEING COMPANY | COM | 240K | 1K | – |
BRISTOL-MYERS SQUIBB | COM | 931K | 22K | – |
BROWN-FORMAN | CLASS A | 1M | 32K | – |
BROWN-FORMAN | CLASS B | 2M | 43K | – |
CAMDEN PROPERTY TRUST | COM | 385K | 4K | – |
CATERPILLAR INC. | COM | 466K | 1K | – |
CEDAR FAIR | COM | 2M | 32K | – |
CHEVRON CORP | COM | 6M | 37K | – |
CINCINNATI FINANCIAL | COM | 6M | 53K | – |
CISCO SYSTEMS | COM | 2M | 33K | – |
CLOROX CO | COM | 350K | 3K | – |
COCA-COLA COMPANY | COM | 5M | 77K | – |
COLGATE PALMOLIVE | COM | 518K | 5K | – |
CONOCOPHILLIPS | COM | 274K | 2K | – |
CONSOLIDATED EDISON | COM | 753K | 8K | – |
CORTEVA, INC | COM | 526K | 10K | – |
COSTCO WHOLESALE | COM | 1M | 1K | – |
SPDR DJIA ETF TRUST | COM | 266K | 680 | – |
DISNEY (WALT) COMPANY | COM | 823K | 8K | – |
DOW INC | COM | 517K | 10K | – |
DUKE ENERGY | COM | 1M | 10K | – |
DUPONT DE NEMOURS INC | COM | 770K | 10K | – |
EDWARD LIFE SCIENCES | COM | 264K | 3K | – |
EMERSON ELECTRIC | COM | 3M | 23K | – |
ENBRIDGE | COM | 256K | 7K | – |
ENERGY TRANSFER LP | COM | 317K | 20K | – |
EVERGY INC | COM | 291K | 6K | – |
EXXON MOBIL CORP | COM | 9M | 79K | – |
FEDEX CORP | COM | 244K | 815 | – |
FIFTH THIRD BANCORP | COM | 246K | 7K | – |
GE VERONA | COM | 309K | 2K | – |
GENERAL DYNAMICS | COM | 3M | 11K | – |
GE AROSPACE | COM | 1M | 7K | – |
GOLDMAN SACHS GROUP | COM | 1M | 2K | – |
HERSHEY FOODS | COM | 667K | 4K | – |
HILLENBRAND INDUSTRIES | COM | 200K | 5K | – |
HONEYWELL INDUSTRIES | COM | 2M | 9K | – |
HUBBELL INC. | COM | 727K | 2K | – |
ILLINOIS TOOL WORKS | COM | 309K | 1K | – |
INTEL | COM | 985K | 32K | – |
INTL BUS. MACHINES | COM | 2M | 11K | – |
ISHARES CORE S&P 500 ETF | COM | 275K | 502 | – |
ISHARES SILVER TRUST | COM | 238K | 9K | – |
JP MORGAN CHASE & CO | COM | 9M | 46K | – |
JOHNSON & JOHNSON | COM | 6M | 43K | – |
KENVUE INC. | COM | 296K | 16K | – |
KIMBERLY CLARK | COM | 2M | 14K | – |
KIMCO REALTY CORP | COM | 293K | 15K | – |
KINDER MORGAN INC. | COM | 209K | 11K | – |
KRAFT HEINZ CO | COM | 280K | 9K | – |
L3HARRIS TECHNOLOGIES | COM | 398K | 2K | – |
LAUDER (ESTEE) | CLASS A | 1M | 12K | – |
LILLY (ELI) | COM | 4M | 5K | – |
LOCKHEED MARTIN | COM | 7M | 16K | – |
LOWES COMPANIES | COM | 1M | 5K | – |
THE MACERICH COMPANY | COM | 213K | 14K | – |
MCCORMICK & COMPANY | COM | 2M | 22K | – |
MCDONALDS | COM | 2M | 6K | – |
MEDPACE HOLDINGS INC | COM | 960K | 2K | – |
MEDTRONIC | COM | 1M | 15K | – |
MERCK & CO | COM | 2M | 12K | – |
MICROSOFT CORP | COM | 5M | 12K | – |
MID-AMERICA APART COMM | COM | 4M | 25K | – |
3M COMPANY | COM | 2M | 18K | – |
MONDELEZ INTERNATIONAL | COM | 2M | 34K | – |
NESTLE SA SPON ADR | COM | 666K | 7K | – |
NEWMONT CORP. | COM | 496K | 12K | – |
NEXTERA ENERGY | COM | 701K | 10K | – |
NORFOLK SOUTHERN | COM | 785K | 4K | – |
NORTHROP GRUMMAN | COM | 2M | 4K | – |
NOVARTIS AG ADR | COM | 661K | 6K | – |
OGE ENERGY | COM | 529K | 15K | – |
PNC BANK CORP | COM | 2M | 11K | – |
PEPSICO INC | COM | 4M | 22K | – |
PEYTO EXPLORATION CORP | COM | 267K | 25K | – |
PFIZER, INC. | COM | 2M | 59K | – |
PHILIP MORRIS INTERNATIONAL | COM | 428K | 4K | – |
PIPER SANDLER CO | COM | 423K | 2K | – |
PROCTER & GAMBLE | COM | 37M | 223K | – |
PYXIS ONCOLOGY INC | COM | 139K | 42K | – |
QUALCOMM INC | COM | 3M | 15K | – |
RAYONIER REIT | COM | 1M | 36K | – |
RTX CORPORATION | COM | 335K | 3K | – |
SHELL PLC SPON ADS | COM | 728K | 10K | – |
S&P 500 DEPOSITORY RECEIPTS | COM | 245K | 450 | – |
SCHLUMBERGER | COM | 271K | 6K | – |
SCOTTS CO. | CLASS A | 3M | 42K | – |
SHERWIN WILLIAMS | COM | 272K | 911 | – |
SIMON PROPERTY GROUP | COM | 511K | 3K | – |
SMUCKER (J.M.) | COM | 379K | 3K | – |
SOLVENTUM CORP. | COM | 234K | 4K | – |
SOUTHERN COMPANY | COM | 465K | 6K | – |
SYSCO | COM | 859K | 12K | – |
TJX COMPANIES | COM | 740K | 7K | – |
TEGNA INC. | COM | 183K | 13K | – |
US BANCORP | COM | 4M | 96K | – |
UNITED PARCEL SERVICE | COM | 3M | 23K | – |
UNUMPROVIDENT | COM | 204K | 4K | – |
VANDA PHARMACEUTICALS | COM | 218K | 39K | – |
VERIZON COMMUNICATIONS | COM | 2M | 45K | – |
VISA INC. | CLASS A | 236K | 900 | – |
VODAFONE GROUP PLC ADR | COM | 235K | 27K | – |
WD-40 COMPANY | COM | 332K | 2K | – |
WASTE MANAGEMENT INC | COM | 2M | 10K | – |
WELLS FARGO & CO | COM | 414K | 7K | – |
WESBANCO INC. | COM | 1M | 42K | – |
WESTERN UNION CO | COM | 227K | 19K | – |
WEYERHAEUSER CO | COM | 547K | 19K | – |
WILLIAMS COMPANIES INC | COM | 630K | 15K | – |
ZIMMER HOLDINGS | COM | 332K | 3K | – |