|
⚲
|
| Keyboard |
| Shotwell Rutter Baer Inc
✚
|
|
|---|---|
| CRD # | 122789 |
| SEC # | 801-120091 |
| CIK # | 0002008310 |
| AUM | 183.9 M (2026-01-29) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 517-321-4832 |
| Address | 6350 West Michigan Avenue Lansing, MI 48917 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 0.7 | ||
| White Mountains Insurance Group Ltd | 0.5 | ||
| International Business Machines Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 62.4 |
| (b) Individuals (high net worth individuals) | 62 | 121.5 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 183.9 |
| By Discretionary | ||
| Discretionary | 835 | 183.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 183.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.9 | |
| Total | 835 | 183.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008310] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Storgate LLC
✚
|
184.5 M | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |
|
High Pines Wealth Management LLC
✚
|
MA | 184.0 M |
|
Alpenglobal Capital LLC
✚
|
184.0 M | |
|
Brazos Wealth Advisors LLC
✚
|
TX | 183.7 M |
|
Magnolia Wealth Management LLC
✚
|
AL | 183.3 M |