Pfc Capital Group Inc
- Regulatory AUM
- $262M
- Discretionary
- $262M
- Clients
- 254
- Avg AUM / client
- $1.0M
- Accounts
- 382
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Oct 28, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $40.3M | 15.4% |
| High net worth individuals | 55 | $217M | 82.5% |
| Charitable organizations | 3 | $752K | 0.29% |
| Corporations and other businesses | 12 | $306K | 0.12% |
| Other | 3 | $4.5M | 1.72% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Eugene Scherer | President | Sep 1981 (45y) | ≈ 56.25% – 100% via Raben, Inc. | |
| Bradford, Christopher, Thomas | Vice President | Aug 1987 (39y) | Less than 5% | |
| Joseph Malhas | Registered representative | Jan 2025 (2y) | ||
| Timothy Streufert | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Raben, Inc. | Parent Company | Sep 1981 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stephen Eugene Scherer: 75% – 100% of Raben, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/28/2025 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $262M (100% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 28, 2025.
View current Form ADV (SEC/IAPD) ↗