A complete list of active advisors currently associated with Scofield & Company, LLC

Warmer can help you find a great advisor at Scofield & Company, LLC or one who fits your needs even better.

Scofield and Company provides investment advice and portfolio management to individual and high‑net‑worth clients, and also offers financial planning services that address retirement planning, higher‑education funding, and employee benefits. As of March 30, 2026 the firm managed roughly $97 million on a discretionary basis for about 116 clients. The firm’s investment process is driven by quantitative computer models that inform both strategic allocations (quarterly rebalancing) and active tactical trading across risk‑appropriate portfolios, from conservative income to aggressive growth. Fund selection is guided by criteria such as historical performance, expense ratios, liquidity, underlying holdings, and manager reputation, and most accounts are managed on a discretionary basis. Uncommon among similar-sized adviser teams, several supervised persons are also registered representatives of a FINRA broker‑dealer and the firm’s president is a licensed insurance agent; the brochure discloses these arrangements and the resulting conflicts of interest. The firm is affiliated with an owner‑controlled technology and registered‑adviser entity that develops the quantitative modeling software used in portfolio management, and some staff have roles across both firms, with disclosure and oversight described to address potential conflicts.

To learn more about the advisors currently working at Scofield & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.