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Scofield Alan Wayne (Akron)


Scofield Alan Wayne is a large advisory firm based in Akron. It manages $35.5 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

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Scofield Alan Wayne provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scofield Alan Wayne: assets under management

The assets under management (AUM) of Scofield Alan Wayne is $35.5 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.72 million in discretionary accounts and $15.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $532.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $478.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scofield Alan Wayne for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Akron

The principal office where Scofield Alan Wayne performs its advisory services is located at 4040 Embassy Parkway, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-668-2616 or by fax 330-668-2064. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.scofieldandcompany.com.


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