# SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

SCHAFFER & COMPANY ASSET MANAGEMENT, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 138463
- Type: SEC-registered investment adviser
- SEC file number: 801-92168
- Location: 13616 QUEENS HARBOR BLVD N, JACKSONVILLE, FL, 32225-4923
- Phone: 585-563-8626
- Latest filing: 2026-03-31
- Regulatory AUM: $90.8M
- Discretionary AUM: $90.8M
- Clients: 1
- Accounts: 562

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Lee Schaffer | PRESIDENT | — |
| David M Cocuzzi | CHIEF COMPLIANCE OFFICER | — |
| SCHAFFER GREGORY LEE | PRESIDENT | — |
| SORATANA PHETAPHAY | CHIEF COMPLIANCE OFFICER | — |
| COCUZZI DAVID M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138463/similar
- Related entities: https://search.stillhousedata.com/firm/138463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138463

---

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.