# SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL LLC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 133697
- Type: SEC-registered investment adviser
- SEC file number: 801-63790
- Location: 4612 GREAT OAK ROAD, ROCKVILLE, MD, 20853
- Phone: 301-933-5550
- Latest filing: 2026-07-14
- Regulatory AUM: $257.7M
- Discretionary AUM: $257.7M
- Clients: 7
- Accounts: 247

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Karen Patricia Schaeffer | MANAGING MEMBER | — |
| Kaitlin Yardley | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Houston, TX |
| SCHAEFFER KAREN PATRICIA | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| BYRD CAROLE A | CHIEF COMPLIANCE OFFICER (CCO) | — |
| LUND JARED MIKEL | CHIEF OPERATING OFFICER | — |
| YARDLEY KAITLIN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133697/similar
- Related entities: https://search.stillhousedata.com/firm/133697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133697

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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.