$211.1M Total AUM
$211.1M Disc. AUM
16.5% 3Y CAGR
7 Employees
201 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2009
- Office Locations
- 1
Office Locations
550 Polaris Parkway Suite 130 Westerville OH
About Shaffer Capital
Shaffer Capital is an Ohio-based RIA serving successful individuals and businesses with integrated financial planning, retirement planning, and investment management. The team emphasizes a big-picture approach paired with attention to detail and direct accountability, tailoring strategies to client goals. Portfolios are built primarily with ETFs and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MATTHEW EDWARD SHAFFER
Chief Compliance Officer, Owner
- CRD
- #2506433
- Ownership
- Less than 5%
Available
Available
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A
Alexander Matthew Shaffer
--
- CRD
- #8259653
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Available
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A
Andrew Benjamin Shaffer
--
- CRD
- #8259626
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,059,174 | $461,836 |
| Non-Discretionary | $0 | -- |
| Total | $211,059,174 | $461,836 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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