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 founded before 2021 and structured as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management tailored to individuals and small businesses. Its revenue model combines percentage-of-assets fees with fixed-fee engagements. Shuttleworth & Company is not positioned as a capital allocator and does not report active ESG investing activity. It operates under a single-state registration profile and is not identified as a pension consultant or related adviser.
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 2
Matthew 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 25Active vs passive
$68.7M in ETFs
85%
$58.5M
0%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $5.8M | 19,034 | 8.39% |
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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