Shuttleworth & Company
Shuttleworth & Company is an SEC-registered mass-market adviser in Powell, OH with $173.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Shuttleworth & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121382, SEC 801-120895, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $173.0M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Location
- Powell, OH
- Employees
- 3
- Clients
- 204
- CRD
- 121382
- Ownership
- SHUTTLEWORTH, DAVID, LEE; DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001; MAYNARD, ERIN, M; DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015; FREIBURGER, MATTHEW, RAYMOND
How much AUM does Shuttleworth & Company have?
Shuttleworth & Company reported $173.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Shuttleworth & Company?
Disclosed owners and executives of Shuttleworth & Company include SHUTTLEWORTH, DAVID, LEE, DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001, MAYNARD, ERIN, M, DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015, FREIBURGER, MATTHEW, RAYMOND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.