Schulhoff & Co Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$246,872,714
Clients
84
Advisors
3
of 4 employees
About
Schulhoff & Co Inc serves individual and high-net-worth clients, providing portfolio management and related investment advisory services. The firm reports $286,285,816 in assets under management across 84 client accounts.
The firm's Form ADV includes disclosures on its methods of analysis, investment strategies, risks of loss, and investment discretion, indicating it addresses both decisionmaking and discretionary management when engaged. Operating with a single advisor, the firm’s client relationships are relatively concentrated, which typically results in more direct advisor involvement in portfolio construction and periodic account reviews.
What is notable for a supported firm is the combination of a single-advisor structure with AUM above $200 million, implying larger average account sizes (roughly $3.4 million per client) than many peers. The brochure’s table of contents also highlights custody, brokerage practices, other financial industry activities and affiliations, and performance-related fee topics, which prospective clients may want to review for additional operational and service details.
Client services
Main office
7 West Seventh Street, Suite 1920
Cincinnati OH 45202
Advisors at this office
3
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John S
Cincinnati, OH
Schulhoff & Co Inc
John Schulhoff is a financial advisor at Schulhoff & Co Inc in Cincinnati, OH, with 26 years of industry experience. He has been with Schulhoff & Co Inc since 1996. Schulhoff & Co. serves individual and high-net-worth clients, providing portfolio management and related advisory services with a focus on personalized, advisor-led portfolio oversight. The firm manages approximately $279.2 million for about 86 clients, maintaining a small advisory team that delivers concentrated service to a relatively high average account size.
Henry S
Series 66
Cincinnati, OH
Schulhoff & Co Inc
Henry Schulhoff is a Series 66-licensed financial advisor with Schulhoff & Co Inc in Cincinnati, OH, bringing 23 years of industry experience. He has worked at Schulhoff & Co Inc since 2002. Schulhoff & Co. serves individual and high-net-worth clients by providing portfolio management and related advisory services. The firm employs an advisor-led, personalized approach with ongoing portfolio oversight and periodic reviews, managing approximately $279.2 million for about 86 clients.
Henry S
Cincinnati, OH
Schulhoff & Co Inc
Henry Schulhoff is a financial advisor with Schulhoff & Co Inc in Cincinnati, OH, holding 26 years of industry experience. He has been with Schulhoff & Co Inc since 1976. Outside of advisory services, he serves as a director and shareholder of Winton Financial, a savings and loan institution. Schulhoff & Co provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $279 million in assets for around 86 clients, focusing on advisor-led, personalized portfolio oversight through a small team of two advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")