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
Jeffrey Rutter
Associate Financial PlannerCRD 6689413
David Shotwell
PresidentCRD 4244566
Ashley Sajor
Associate Financial PlannerCRD 7645545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$182M in ETFs
48%
$86.9M
52%
$94.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 74,857 | 15.23% |
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
Similar firms
Maner Wealth
RIALansing, MI
Washington Avenue Advisors
RIALansing, MI
Ataraxis Advisors LLC
RIALansing, MI
Newage Advisors LLC
RIALansing, MI
Rehmann Wealth
RIALansing, MI
CIG Asset Management
RIALansing, MI