$173.0M Total AUM
$173.0M Disc. AUM
-- 3Y CAGR
3 Employees
205 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-1999
- Office Locations
- 1
Office Locations
3807 Attucks Drive Powell OH
About Shuttleworth & Company
Shuttleworth & Company is a Powell, Ohio-based fee-only RIA providing investment advisory and comprehensive financial planning. The team works with individuals and families, including business owners, entrepreneurs, and physicians, building diversified portfolios using ETFs and mutual funds with an emphasis on asset allocation and risk management. Offers an introductory 30-minute consult by phone or video and custodians with Charles Schwab.
Team overview
46 AVG AGE
$86.5M AVG AUM / ADVISOR
$844.0K AVG AUM / CLIENT
10.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW RAYMOND FREIBURGER
Partner
- CRD
- #5207204
- Ownership
- 50% but less than 75%
Available
Available
Available
ERIN M MAYNARD
Partner
- CRD
- #3124545
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,016,187 | $358,212 |
| Non-Discretionary | $0 | -- |
| Total | $173,016,187 | $358,212 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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