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SHUTTLEWORTH & COMPANY
CRD 121382 · SEC 801-120895
3807 ATTUCKS DRIVE, POWELL, OH, 43065, United States
Phone
614-760-7738
Fax
614-760-3736
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.0M
Discretionary AUM
$173.0M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $37.9M |
| High net worth individuals | 56 | $124.4M |
| Pension/profit sharing plans | 6 | $7.3M |
States served
IN, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD