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SHAFFER CAPITAL
SHAFFER CAPITAL ADVISERS, LLC
CRD 150106 · SEC 801-119045
550 POLARIS PARKWAY, SUITE 130, WESTERVILLE, OH, 43082, United States
Phone
614-891-1200
Fax
614-891-7360
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.1M
Discretionary AUM
$211.1M
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $35.5M |
| High net worth individuals | 31 | $105.7M |
| Pension/profit sharing plans | 10 | $64.6M |
| Corporations/business entities | 3 | $5.3M |
States served
OH, TX
All web addresses on file
Official SEC filing: View on IAPD