Shaffer Capital
Shaffer Capital is an SEC-registered wealth manager in Westerville, OH with $211.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Shaffer Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150106, SEC 801-119045, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $211.1M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Westerville, OH
- Employees
- 7
- Clients
- 201
- CRD
- 150106
- Ownership
- MATTHEW EDWARD SHAFFER TRUST, DATED JUNE 17, 2002, AS AMENDED; SHAFFER CAPITAL, LLC; SHAFFER, MATTHEW, EDWARD; PATRICIA LOUISE SHAFFER TRUST, DATED JUNE 17, 2002, AS AMENDED; SHAFFER, PATRICIA, LOUISE
How much AUM does Shaffer Capital have?
Shaffer Capital reported $211.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Shaffer Capital?
Disclosed owners and executives of Shaffer Capital include MATTHEW EDWARD SHAFFER TRUST, DATED JUNE 17, 2002, AS AMENDED, SHAFFER CAPITAL, LLC, SHAFFER, MATTHEW, EDWARD, PATRICIA LOUISE SHAFFER TRUST, DATED JUNE 17, 2002, AS AMENDED, SHAFFER, PATRICIA, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.