Shuttleworth & Company
Firm details
- Headquarters
- Powell, Ohio
- CRD number
- 121382
- Registered since
- April 23, 2021
- Website
- sco-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.89%
- Individuals21.91%
- Pension & Profit Sharing Plans4.23%
- Charitable Organizations1.84%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shuttleworth & Company is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registered in 2021) and serves a mix of individual, family and institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Shuttleworth & Company does not position itself as an ESG investor and its regulatory filings do not list pension consulting or multi-state adviser status.
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
- Exchange Traded Equities64%
- Investment Grade Corp Bonds16%
- Public Funds/Mutual Funds8%
- State & Local Bonds6%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$68.8M in ETFs
85%
$58.4M
0%
$10.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $5.8M | 18,983 | 8.41% |
Location
Powell, OH
Delaware
Location
Powell, OH
Headquartered in Powell, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Delaware
- Address
- 3807 Attucks Dr
- Time zone
- ET (UTC-5)
- Office locations
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