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Andrew Black

Scofield & Company, LLC
9 Years of Experience
Fairlawn, OH
1 Disclosure
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Andrew Black is a registered investment advisor at Scofield & Company, LLC, based in Fairlawn, OH, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 104 clients with $110M in assets under management.

Scofield & Company, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
104 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$113.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. The firm charges a flat percentage from 0.25% to 2% of total assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

822 Kumho Drive, Suite 300, Fairlawn, OH, 44333

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Scofield & Company, LLC
September 2026 - Present · 1 mo
Edgetech Analytics, LLC
January 2026 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2023 - September 2025 · 2 yrs 2 mos
Ameriprise Financial Services, LLCBroker
July 2023 - September 2025 · 2 yrs 2 mos
Lineweaver Wealth Advisors
March 2022 - December 2022 · 9 mos
Triad Advisors LLCBroker
February 2022 - December 2022 · 10 mos
Cambridge Investment Research, INC.Broker
March 2020 - January 2022 · 1 yr 10 mos
Cambridge Investment Research Advisors, INC.
March 2020 - January 2022 · 1 yr 10 mos
Charles Schwab & CO., INC.
May 2019 - January 2020 · 8 mos
Charles Schwab & CO., INC.Broker
May 2019 - January 2020 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - November 2018 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - November 2018 · 3 yrs 3 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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