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SHUTTLEWORTH & COMPANY
CRD 121382File 801-120895
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$173.0M
Bottom 25% of cohort (national)
Discretionary AUM
$173.0M
Clients
204
483 accounts
Employees
3
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 23, 2021
- Principal office
- 3807 ATTUCKS DRIVE, POWELL, OH, 43065
- Phone
- 614-760-7738
- Website
- https://sco-advisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.0M
- Discretionary AUM
- $173.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 483
- Non-discretionary accounts
- 0
- Total accounts
- 483
- AUM per client
- $848K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $226K |
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 56 | $124.4M |
| Pension and profit sharing plans | 6 | $7.3M |
| Individuals (other than high net worth individuals) | 142 | $37.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.