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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAYNARD, ERIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | D | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | D | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | D | Control |
| SHUTTLEWORTH, DAVID, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | C | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | TRUST | C | Control |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | C | |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | C | |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | C | Control |
| MAYNARD, ERIN, M | I | SHAREHOLDER | C | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | C | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | C | Control |
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | DE | SHAREHOLDER | B | Control |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | B | |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | B | |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | B | |
| FREIBURGER, MATTHEW, RAYMOND | I | SHAREHOLDER | B | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | B | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | B | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | B | |
| MAYNARD, ERIN, M | I | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | DE | TRUST | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH FAMILY TRUST U/A/D 11/07/2001 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | E | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | D | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | D | Control |
| SHUTTLEWORTH, DAVID, LEE | I | DAVID L. SHUTTLEWORTH TRUSTEE, DAVID L. SHUTTLEWORTH AMENDED AND RESTATED TRUST U/A/D 7/30/2015 | D | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (4)
FL IN OH TX
Address
3807 ATTUCKS DRIVEPOWELL, OH 43065
United States
Phone: 614-760-7738