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| Keyboard |
| Shaffer Capital Advisers LLC
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|---|---|
| CRD # | 150106 |
| SEC # | 801-119045 |
| CIK # | |
| AUM | 211.1 M (2026-05-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 614-891-1200 |
| Address | 550 Polaris Parkway Westerville, OH 43082 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 35.5 |
| (b) Individuals (high net worth individuals) | 31 | 105.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 64.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 211.1 |
| By Discretionary | ||
| Discretionary | 457 | 211.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 457 | 211.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.1 | |
| Total | 457 | 211.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Urban Wealth Management Group LLC
✚
|
212.5 M | |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 212.4 M |
|
Madrid Wealth Management LLC
✚
|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
✚
|
OR | 212.0 M |
|
Diamond Wealth Management LLC
✚
|
UT | 212.0 M |
|
Regatta Research & Money Management LLC
✚
|
LA | 211.5 M |
|
Sound Financial LLC
✚
|
210.8 M | |
|
Fidelis Wealth Advisors LLC
✚
|
CO | 210.4 M |
|
TM Wealth Management LLC
✚
|
VA | 209.8 M |
|
IMG Wealth Management Inc
✚
|
FL | 209.7 M |