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| Shuttleworth & Company
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|---|---|
| CRD # | 121382 |
| SEC # | 801-120895 |
| CIK # | 0002096913 |
| AUM | 173.0 M (2026-04-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-760-7738 |
| Address | 3807 Attucks Drive Powell, OH 43065 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002096913 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Applied Materials Inc /DE | 3.3 | ||
| Eaton Corp Ltd | 3.2 | ||
| J P Morgan Chase & Co | 3.1 | ||
| AbbVie Inc | 2.9 | ||
| SPDR Gold Trust | 2.8 | ||
| Microsoft Corp | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| McKesson Corp | 2.6 | ||
| Broadcom Inc | 2.6 | ||
| TJX Companies Inc /DE/ | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Nvidia Corp | 2.4 | ||
| CBOE Holdings Inc | 2.4 | ||
| Waste Management Inc | 2.4 | ||
| Amphenol Corp /DE/ | 2.2 | ||
| Packaging Corp of America | 2.2 | ||
| Abbott Laboratories | 2.2 | ||
| Visa Inc | 2.1 | ||
| Oracle Corp | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 37.9 |
| (b) Individuals (high net worth individuals) | 56 | 124.4 |
| (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 | 6 | 7.3 |
| (h) Charitable organizations | 0 | 3.2 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 483 | 173.0 |
| By Discretionary | ||
| Discretionary | 483 | 173.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 483 | 173.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.0 | |
| Total | 483 | 173.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002096913] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinafore Wealth Counsel Inc
✚
|
NC | 173.6 M |
|
Paradigm Capital Management LLC
✚
|
NV | 173.4 M |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 173.3 M |
|
Innis Investments LLC
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|
173.3 M | |
|
Leibman Financial Servces Inc
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|
NE | 173.1 M |
|
Zynergy Retirement Planning
✚
|
NJ | 173.0 M |
|
Liberty Asset Management Inc
✚
|
IL | 172.7 M |
|
Walnut Private Equity Partners LLC
✚
|
NE | 172.6 M |
|
Aeternitas Investment Management LLC
✚
|
PA | 172.5 M |
|
Vannoy Advisory Group Inc
✚
|
TX | 172.4 M |