| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Edward Shaffer Control | Elected Manager And Chief Compliance Officer | Under 5% | 2009 |
| Shaffer Capital Wealth Management, LLC | Member | Over 75% | 2014 |
| Matthew Edward Shaffer Control | Elected Manager | — | 2009 |
Shaffer Capital Advisers, LLC reports $173.8 million in regulatory assets under management on its Form ADV.
Shaffer Capital Advisers, LLC reports 6 employees.
Shaffer Capital Advisers, LLC is based in Westerville, OH and has been SEC-registered since 2020.
Shaffer Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 550 Polaris Parkway, Suite 130, Westerville, OH 43082 |
| Phone | 614-891-1200 |
| Fax | 614-891-7360 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $172.8M |
| Non-discretionary | $1M |
| Total (RAUM) | $173.8M |