Shuttleworth & Company provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Shuttleworth & Company reports 204 clients. They include 142 individual clients, 56 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($173M across 483 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 22% |
| High-net-worth individuals | 27% | 72% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 142 | $37.9M | 21.9% | $267K |
| High-net-worth individuals | 56 | $124M | 71.9% | $2.22M |
| Pension and profit-sharing plans | 6 | $7.32M | 4.2% | $1.22M |
| Charitable organizations | Fewer than 5 | $3.18M | 1.8% | — |
| Corporations and other businesses | Fewer than 5 | $226K | 0.1% | — |
| Total | 204 | $173M | 100% | — |
- Clients
- 142
- Regulatory AUM
- $37.9M
- AUM share
- 21.9%
- Avg. per client
- $267K
- Clients
- 56
- Regulatory AUM
- $124M
- AUM share
- 71.9%
- Avg. per client
- $2.22M
- Clients
- 6
- Regulatory AUM
- $7.32M
- AUM share
- 4.2%
- Avg. per client
- $1.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.18M
- AUM share
- 1.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $226K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 204
- Regulatory AUM
- $173M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Shuttleworth & Company charges 0.65%–1.00% a year for its Investment management fee schedule. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Held-away account management
- Management of held-away accounts, such as college savings and some employer retirement plans, is a flat $500 to $1,000 a year, or 0.50% a year through a third-party platform.
Erin Maynard owns 50% to 75% of Shuttleworth & Company. The leadership team of Shuttleworth & Company includes Chief Compliance Officer Erin Maynard. It has 3 employees, 2 of them in advisory roles.
Leadership
Erin MaynardChief Compliance Officer
Matthew FreiburgerShareholder
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Shuttleworth & Company
Erin Maynard
Control person · since December 2021
- Owns 50% to 75% of Shuttleworth & Company
Matthew Freiburger
Control person · since December 2021
Shuttleworth & Company’s regulatory assets grew 1.6× from $110M (March 2021) to $173M (April 2026); clients rose from 137 to 204 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $173M | 204 | 3 | 1 |
| February 2025 | $149M | 198 | 3 | 1 |
| April 2024 | $138M | 195 | 3 | 1 |
| July 2023 | $123M | 182 | 3 | 1 |
| March 2022 | $134M | 155 | 3 | 1 |
| March 2021 | $110M | 137 | 4 | 1 |
Besides its headquarters, Shuttleworth & Company has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 3807 Attucks Drive, PowellHQ
Contact and registration details
- Legal name
- Shuttleworth & Company
- Headquarters
- 3807 Attucks Drive, Powell, OH 43065
- Website
- sco-advisors.com
- Phone
- 614-760-7738
- SEC file
- 801-120895
- Structure
- Ohio corporation
- Fiscal year end
- December
Shuttleworth & Company uses Charles Schwab ($170M) as custodian for its separately managed accounts. Shuttleworth & Company has custody of $32.4M in client assets for 56 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $170M100%
At year end, Shuttleworth & Company’s separately managed accounts were mostly in stocks (64%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $125M across 51 positions; the largest are Applied Matls Inc. (5.5%), Invesco Exch Traded FD TR II (4.6%) and Schwab Strategic TR (4.5%).
What the accounts hold
- Stocks64%
- Funds8%
- Bonds25%
- Investment grade corporate bonds16%
- State and local bonds6%
- U.S. government and agency bonds3%
- Cash3%
Reported 13F holdings
- $125M
- Reported 13F value
- 51
- Positions
- 37.0%
- In the 10 largest
- +13.2%
- Value vs. prior quarter
- Applied Matls Inc.5.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.6%
- Schwab Strategic TR · Intl Eqty ETF4.5%
- SPDR Series Trust · ST Str P500etf4.1%
- Apple Inc.3.9%
- Vanguard Index Fds · Value ETF3.1%
- Eaton Corp. PLC3.0%
- JPMORGAN Chase & CO2.8%
- Abbvie Inc.2.7%
- Vanguard Index Fds · Small CP ETF2.7%
Together, the ten largest are 37.0% of reported value.
How many clients does Shuttleworth & Company have?
Shuttleworth & Company has 204 clients and manages $173 million for them, as of April 2026. They include 142 individual clients, 56 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026
What services does Shuttleworth & Company offer?
Shuttleworth & Company provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Shuttleworth & Company charge?
Shuttleworth & Company charges 0.65%–1.00% a year for its Investment management fee schedule. The fee is billed in arrears and is negotiable.
Source: SHUTTLEWORTH & CO ADV PART 2A AND PART 2B, filed 14 April 2026
Which custodians does Shuttleworth & Company use?
Shuttleworth & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $170M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026
How many financial advisors does Shuttleworth & Company have?
Shuttleworth & Company has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Shuttleworth & Company invest in?
At the end of its last fiscal year, Shuttleworth & Company’s separately managed accounts held 64% exchange-traded equities, 16% investment grade corporate bonds, 8% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 3% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Shuttleworth & Company?
Shuttleworth & Company’s direct owners are Erin Maynard (50% to 75%) and Matthew Freiburger (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 April 2026
How does Shuttleworth & Company get paid?
Shuttleworth & Company is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Shuttleworth & Company?
Shuttleworth & Company’s main office is at 3807 Attucks Drive, Powell, OH 43065. Its phone number is 614-760-7738. Its website is sco-advisors.com.