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 privately owned advisory firm organized as an LLC that combines manager-of-managers activity with direct fund sponsorship. The firm serves both affluent individuals and institutional clients and charges a mix of asset-based fees and performance-linked fees. Its advisory work spans separately managed accounts and pooled vehicles; it also selects and oversees third‑party advisers and serves as sponsor/GP/managing member on pooled investment vehicles. The firm reports no active ESG program and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Molly Escalante

    Chief Operating OfficerCRD 5087850

Contacts

1 of 1
  • Marshall Schutt

    Marshall Schutt

    Managing MemberCRD 5021035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth