# Schaeffer Financial

Schaeffer Financial is a Bank / Wealth / Trust based in Rockville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rockville, United States
- **Region:** North America
- **Address:** Rockville, MD, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** schaefferfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/schaeffer-financial

## Regulatory record

- **CRD number:** 133697
- **SEC file number:** 801-63790
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133697

## About

Founded in 2004 in Rockville, Maryland, Schaeffer Financial established itself as a registered investment adviser providing portfolio management and financial planning services. The firm works with individual clients, families, foundations, and businesses, operating within the fiduciary framework required of RIAs. Its wealth management model centers on advisory relationships rather than proprietary products. Schaeffer Financial does not publicly market direct co-investment capabilities, club deal participation, or in-house private equity strategies. Geographic focus remains concentrated in the Mid-Atlantic region, anchored by its Rockville headquarters. Schaeffer Financial maintains its headquarters in Rockville, a Maryland suburb of Washington, D.C., serving clients across the broader metropolitan area. As a smaller independent RIA, the firm relies on personalized service and financial planning depth as its client acquisition and retention model. No publicly disclosed total professionals count, adjacent philanthropic vehicles, or operating businesses could be verified. No operational events from the last 24 months could be confirmed through public sources. The firm's structural differentiator lies in its longevity as a sub-scale independent RIA in a consolidating industry. At 21 years old, Schaeffer Financial has survived the post-2008 regulatory shift, the rise of robo-advisors, and aggressive private equity roll-ups of RIAs by maintaining a fiduciary advisory relationship model.

## Questions

### What services does Schaeffer Financial provide?

Schaeffer Financial operates as a registered investment adviser offering portfolio management and financial planning services. Its client base includes individuals, families, foundations, and businesses. The RIA structure imposes a fiduciary duty, meaning the firm must act in its clients' best interests when constructing portfolios and making investment recommendations.

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- [SCF Partners](https://altss.com/profile/scf-partners)
- [Schaeffler Group](https://altss.com/profile/schaeffler-group)

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Last updated: 2026-08-11T02:43:31.692Z

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