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Schield Management Co. (Littleton)


Schield Management Co. is a large advisory firm based in Littleton. It manages $597.88 million of regulatory assets for 12,441 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Schield Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schield Management: assets under management

The assets under management (AUM) of Schield Management Co. is $597.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $597.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.06 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schield Management Co. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Schield/Colehour General partner 1 Sep 1993 75% - 100% 84-1244118
Marshall Lew Schield President of schield/colehour, inc. 1 Sep 1993 50% - 75% 1370052
Corey Alan Colehour Vice president of schield/colehour, inc. 1 Sep 1993 25% - 50% 50657

Based in Littleton

The principal office where Schield Management Co. performs its advisory services is located at 7991 Shaffer Parkway, 3 Rd Floor, Littleton, CO 80127 3736 The mailing address of the firm is P. O. Box 277001, Littleton, CO 80127 7001. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-985-9999 or by fax 888-240-8925. The normal business hours are 7:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.smc1.com.


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