SHUTTLEWORTH & COMPANY
CRD #121382 SEC #801-120895 POWELL, OH 614-760-7738
SEC Registered
Total AUM
$149.5M
Discretionary
$149.5M
Employees
3
Clients
0
Accounts
563
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $149.5M | $149.5M | $0 | 3 | 0 |
| Apr 2024 | $137.9M | $137.9M | $0 | 3 | 1 |
| Mar 2024 | $137.9M | $137.9M | $0 | 3 | 1 |
| Jul 2023 | $123.1M | $123.1M | $46.9K | 3 | 0 |
| Jun 2023 | $123.1M | $123.1M | $46.9K | 3 | 0 |
| Mar 2023 | $123.1M | $123.1M | $46.9K | 3 | 0 |
| Mar 2022 | $134M | $133.9M | $71.9K | 3 | 0 |
| Mar 2021 | $110M | $110M | $38.6K | 4 | 137 |
| Mar 2021 | $110M | $110M | $38.6K | 4 | 137 |
| Mar 2021 | $110M | $110M | $38.6K | 4 | 137 |
| Jun 2012 | $54.6M | $54M | $609.3K | 1 | 26 |
| Mar 2012 | $50.3M | $49.7M | $598.6K | 1 | 26 |
| Mar 2011 | $50.3M | $49.5M | $826K | 5 | -- |
| Apr 2010 | $46M | $45.4M | $549.7K | 5 | -- |
| Apr 2009 | $39.2M | $39.2M | $0 | 5 | -- |
| May 2007 | $48.4M | $48.4M | $0 | 5 | -- |
| Sep 2005 | $39.4M | $39.4M | $0 | 5 | -- |
| Apr 2004 | $36.1M | $36.1M | $0 | 5 | -- |
| Mar 2004 | $36.1M | $36.1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2024
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees3
Clients1
DateJul 2023
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$46.9K
Employees3
Clients0
DateJun 2023
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$46.9K
Employees3
Clients0
DateMar 2023
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$46.9K
Employees3
Clients0
DateMar 2022
Total AUM$134M
Discretionary$133.9M
Non-Disc.$71.9K
Employees3
Clients0
DateMar 2021
Total AUM$110M
Discretionary$110M
Non-Disc.$38.6K
Employees4
Clients137
DateMar 2021
Total AUM$110M
Discretionary$110M
Non-Disc.$38.6K
Employees4
Clients137
DateMar 2021
Total AUM$110M
Discretionary$110M
Non-Disc.$38.6K
Employees4
Clients137
DateJun 2012
Total AUM$54.6M
Discretionary$54M
Non-Disc.$609.3K
Employees1
Clients26
DateMar 2012
Total AUM$50.3M
Discretionary$49.7M
Non-Disc.$598.6K
Employees1
Clients26
DateMar 2011
Total AUM$50.3M
Discretionary$49.5M
Non-Disc.$826K
Employees5
Clients--
DateApr 2010
Total AUM$46M
Discretionary$45.4M
Non-Disc.$549.7K
Employees5
Clients--
DateApr 2009
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--