Overview
Assets Under Management: $149 million
Headquarters: POWELL, OH
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
SHUTTLEWORTH & COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121382), SHUTTLEWORTH & COMPANY is subject to fiduciary duty under federal law.
SHUTTLEWORTH & COMPANY is headquartered in POWELL, OH.
SHUTTLEWORTH & COMPANY serves 52 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, SHUTTLEWORTH & COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
SHUTTLEWORTH & COMPANY manages $149 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, SHUTTLEWORTH & COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 563
Discretionary Accounts: 563
Regulatory Filings
CRD Number: 121382
Last Filing Date: 2025-02-28 00:00:00
Website: https://sco-advisors.com