SHUTTLEWORTH & COMPANY
Firm details
- Headquarters
- POWELL, Ohio
- CRD number
- 121382
- Registered since
- April 23, 2021
- Website
- sco-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.89%
- Individuals21.91%
- Pension & Profit Sharing Plans4.23%
- Charitable Organizations1.84%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shuttleworth & Company is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. Shuttleworth does not self-identify as an active ESG investor and is not multi-state registered as a separate designation beyond its SEC registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities64%
- Investment Grade Corp Bonds16%
- Public Funds/Mutual Funds8%
- State & Local Bonds6%
- US Government Bonds3%
Contacts
2 of 2MATTHEW FREIBURGER
Portfolio ManagerCRD 5207204
ERIN MAYNARD
Investment AdvisorCRD 3124545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$58.1M in ETFs
87%
$50.6M
0%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $4M | 162,183 | 6.90% |
Location
POWELL, OH
DELAWARE
Location
POWELL, OH
Headquartered in POWELL, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- DELAWARE
- Address
- 3807 Attucks Dr
- Time zone
- ET (UTC-5)
- Office locations
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