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Shuttleworth & Company (Dublin)


Shuttleworth & Company is an adviser based in Dublin. It manages $54.57 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Ohio.




Shuttleworth & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shuttleworth & Company: assets under management

The assets under management (AUM) of Shuttleworth & Company is $54.57 million. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.96 million in discretionary accounts and $609.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $203.1 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shuttleworth & Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
David L. Shuttleworth Family Trust U/A/D 11/07/2001 David L. Shuttleworth Trustee Stock ownership 1 Dec 2001 75% - 100% 273462465
David Lee Shuttleworth Trustee 1 Dec 2001 75% - 100% 4574636

Based in Dublin

The principal office where Shuttleworth & Company performs its advisory services is located at 7263 Sawmill Road, Dublin, OH 43016 9000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-760-7738 or by fax 614-760-9101. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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