Investment adviser · CRD 113289
SETCHFIELD ASSET MANAGEMENT
Investment adviser filing (IA)
SETCHFIELD ASSOCIATES LLC
BRADENTON, FL, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 351 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 200 | $150,000,000 | 77.8% |
| High-net-worth individuals | 50 | $42,800,000 | 22.2% |
Filing source
Form ADV 2052014 · Feb 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
392 ARUBA CIRCLE, UNIT 101BRADENTON, FL, 34209, United States
CRD 113289
Filing source
Form ADV 2052014 · Feb 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.