Shotwell Rutter Baer Inc
Firm details
- Headquarters
- Lansing, Michigan
- CRD number
- 122789
- Registered since
- January 4, 2021
- Website
- srbadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.06%
- Individuals33.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Shotwell Rutter Baer Inc is an independent registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm serves individual and family clients and describes itself as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selecting other advisers on clients’ behalf. Its fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and other billing structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 5
David Shotwell
PresidentCRD 4244566
Jeffrey Rutter
Associate Financial PlannerCRD 6689413
Nicholas Nauta
Financial PlannerCRD 5062316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$364M in ETFs
48%
$174M
52%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 74,857 | 7.62% |
Location
Lansing, MI
Eaton
Location
Lansing, MI
Headquartered in Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Eaton
- Address
- 6350 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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