Shotwell Rutter Baer Inc
Firm details
- Headquarters
- Lansing, Michigan
- CRD number
- 122789
- Registered since
- January 4, 2021
- Website
- srbadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.06%
- Individuals33.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Shotwell Rutter Baer Inc is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements are varied—percentage of AUM, hourly, fixed fees and other structures—reflecting flexibility across client engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state or pension consulting 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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 5
David Shotwell
PresidentCRD 4244566
Jeffrey Rutter
Associate Financial PlannerCRD 6689413
Nicholas Nauta
Financial PlannerCRD 5062316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$179M in ETFs
48%
$86.1M
52%
$93.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.8M | 74,198 | 15.47% |
Location
Lansing, MI
Eaton
Location
Lansing, MI
Headquartered in Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Eaton
- Address
- 6350 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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