# STEPHEN CRAIG SCHULMERICH

STEPHEN CRAIG SCHULMERICH of PORTLAND, OR is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 112547
- Type: SEC-registered investment adviser
- SEC file number: 801-63384
- Location: LINCOLN CENTER, 10260 SW GREENBURG RD. SUITE 400, PORTLAND, OR, 97223
- Phone: 503-672-7750
- Latest filing: 2026-01-22
- Regulatory AUM: $128.5M
- Discretionary AUM: $128.5M
- Clients: 2
- Accounts: 392

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Craig Schulmerich | OWNER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| SCHULMERICH CCO STEPHEN CRAIG | OWNER; OWNER/CCO; OWNER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-08-19 | regulatory | THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION HAS REACHED A STIPULATION CONSENT AGREEMENT WITH SCHULMERICH, WHO VIOLATED SECTION 517.124 FLORIDA STATUTES BY PROVIDING UNREGISTERED INVESTMENT ADVICE SINCE NOVEMBER 2020. SCHULMERICH AGREES TO PAY AN ADMINISTRATIVE FINE OF $22,000 AND CEASE VIOLA… | Final | $22K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112547/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112547/similar
- Related entities: https://search.stillhousedata.com/firm/112547/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112547

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.