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Shuttleworth & Company

● SEC registered since 2021CRD 121382SEC# 801-120895Powell, OH
Export (members)
Reg. AUM
$149.5M
Employees
3
Accounts
563
Location
Powell, OH

Shuttleworth & Company assets under management

Shuttleworth & Company operates as an SEC-registered investment adviser based in Powell, OH. The firm has been registered since 2021. It reports $149.5 million in regulatory assets under management and employs 3 people.

Shuttleworth & Company owners & executives

5 reported
NameTitleOwnershipSince
David L. Shuttleworth Trustee, David L. Shuttleworth Amended and Restated Trust U/A/D 7/30/2015 ControlShareholder10-25%2001
Erin M Maynard ControlChief Compliance OfficerUnder 5%2025
Erin M Maynard ControlShareholder25-50%2021
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Frequently asked questions

How much does Shuttleworth & Company manage?

Shuttleworth & Company reports $149.5 million in regulatory assets under management on its Form ADV.

How many employees does Shuttleworth & Company have?

Shuttleworth & Company reports 3 employees.

Where is Shuttleworth & Company located?

Shuttleworth & Company is based in Powell, OH and has been SEC-registered since 2021.

Does Shuttleworth & Company disclose fund performance?

Shuttleworth & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3807 Attucks Drive, Powell, OH 43065
Phone614-760-7738
Fax614-760-3736
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.5M
Non-discretionary$0
Total (RAUM)$149.5M