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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shaffer Capital Advisers LLC
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|---|---|
| CRD # | 150106 |
| SEC # | 801-119045 |
| CIK # | |
| AUM | $173.8 M (2025-06-27) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 614-891-1200 |
| Address | 550 Polaris Parkway Westerville, OH 43082 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 86.9 |
| (b) Individuals (high net worth individuals) | 2 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 52.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 173.8 |
| By Discretionary | ||
| Discretionary | 418 | 172.8 |
| Non-Discretionary | 21 | 1.0 |
| Total | 439 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 439 | 173.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sun Financial Inc
✚
|
UT | 0.2 |
|
Barnett & Co Inc
✚
|
TN | 0.2 |
|
Parsonex Advisory Services Inc
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CO | 0.2 |
|
Candide Group LLC
✚
|
CA | 0.2 |
|
Gatepass Capital LLC
✚
|
OH | 0.2 |
|
Financial Life Planners LLC
✚
|
AZ | 0.2 |
|
AO Wealth Advisory LLC
✚
|
IA | 0.2 |
|
Marrick Wealth LLC
✚
|
CA | 0.2 |
|
Naviquant Capital Management LLC
✚
|
0.2 | |
|
CapStar Financial Services LLC
✚
|
TX | 0.2 |