STAUFFER FINANCIAL, LLC

STAUFFER FINANCIAL, LLC is an SEC-registered investment adviser (CRD 340420). Regulatory assets under management: $9.9M.

Registration

• CRD: 340420
• Type: Registered investment adviser
• Phone: 803-412-8519
• Latest filing: 2026-07-06
• Regulatory AUM: $9.9M
• Discretionary AUM: $9.9M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340420 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search