Shuttleworth & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$162,283,812
Clients
198
Advisors
2
of 3 employees
About
Shuttleworth & Company provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and nonprofit organizations. The firm manages roughly $173 million in discretionary assets and also advises clients on retirement plan rollovers and the management of held‑away accounts.
The firm follows a balanced, long‑term investment approach that combines fundamental and technical analysis while allowing tactical adjustments as market conditions warrant. For concentrated equity positions it may employ options‑based strategies such as cashless collars (selling covered calls and purchasing protective puts), and it conducts regular account reviews with ongoing client communication.
Shuttleworth & Company uses client testimonials in its advertising, a practice that is uncommon among peer firms. It also emphasizes professional credentials on its team (including CFA, CPA, ChFC and CLU designations), maintains written succession arrangements, and offers third‑party platform services to manage held‑away employer retirement and college‑savings accounts without assuming custody.
Client services
Expertise
Occupation focus
Fee options
Flat annual fees ranging from $500 to $1,000 for management of certain held-away accounts such as college savings plans; or a 0.50% annual fee if a third-party platform is required
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
Minimum fee: $1,000 annual minimum fee, subject to discretion and negotiation
Main office
3807 Attucks Drive
Powell OH 43065
Advisors at this office
2
Most active in
Florida · Indiana · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew F
CFA®, Series 65
Powell, OH
Shuttleworth & Company
Matthew Freiburger is a CFA® charterholder with 18 years of industry experience. He has worked at Shuttleworth & Company since 2020 and previously spent 14 years at Steele Investment Counsel, Ltd. He is based in Powell, Ohio. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term clients. The firm employs a balanced investment approach using fundamental and technical analysis and offers diversified strategies that include equities, fixed income, mutual funds, ETFs, annuities, options, and limited partnerships.
Erin M
ChFC®, Series 63, Series 65
Powell, OH
Shuttleworth & Company
Erin Maynard is a financial advisor at Shuttleworth & Company with 18 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Maynard has worked at Shuttleworth & Company in various capacities since 2011. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term investors. The firm employs a balanced, long-term investment approach using a diversified mix of asset types and tactical techniques to manage risk, and it operates as a small, employee-owned advisory with a focus on professional credentials among its staff.
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