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, corporation-structured registered investment adviser that began SEC registration in 2021. The firm serves individual and family clients and functions as a capital allocator, combining financial planning with portfolio management for individuals and small businesses and the selection of third‑party advisers. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Shotwell Rutter Baer does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5Jeffrey Rutter
Associate Financial PlannerCRD 6689413
DAVID SHOTWELL
PresidentCRD 4244566
Ashley Sajor
Associate Financial PlannerCRD 7645545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$170M in ETFs
48%
$80.7M
52%
$89.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $24.3M | 75,725 | 14.31% |
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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