SCHUTT CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$85.4M
Discretionary
$85.4M
100% of AUM
Avg account
$776K
Accounts
110
Employees
3
Advisory reps
2

Firm details

Headquarters
RICHMOND, Virginia
CRD number
149266
Custodians
SHAREHOLDERS SERVICE GROUP, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.95%
  • HNWI38.31%
  • Individuals8.74%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Schutt Capital Management LLC is a boutique manager that combines discretionary portfolio management for individuals and pooled vehicles with active roles as sponsor and general partner for private funds. The firm tilts toward public equities as its primary liquid allocation but runs and allocates to a range of alternative strategies — including hedge fund structures and real estate — which it both advises and sponsors. Fee arrangements include a traditional percentage-of-AUM component alongside performance-based fees, reflecting an orientation toward active, results-driven mandates. The firm serves a mix of individual and family clients plus institutional investors, and its advisory scope includes selecting other advisers for pooled vehicles. Schutt Capital operates as an individual-owned limited liability company and is positioned as a multi-vehicle manager rather than a pure discretionary RIA focused only on separate accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Non-Exchange Traded Equities 11%, Other 9%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 4%, US Government Bonds 2%68%
  • Exchange Traded Equities68%
  • Non-Exchange Traded Equities11%
  • Other9%
  • Public Funds/Mutual Funds6%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • MOLLY ESCALANTE

    Chief Operating OfficerCRD 5087850

Contacts

1 of 1
  • MARSHALL SCHUTT

    Managing MemberCRD 5021035

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
121 Shockoe Ste
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth