Shuttleworth & Company

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Client assets under management

$162,283,812

Clients

198

28% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$819,615

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

Financial planning Portfolio management

Expertise

Retirement income strategy Annuities Concentrated stock management Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

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

Percentage

$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

Other

Minimum fee: $1,000 annual minimum fee, subject to discretion and negotiation

Main office location

Shuttleworth & Company

3807 Attucks Drive

Powell OH 43065, United States

Number of offices

Most active in

Florida · Indiana · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 614-760-7738

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.

Retirement income strategy Annuities Concentrated stock management Options & derivatives strategies Founder/Business Owner

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.

Retirement income strategy Annuities Concentrated stock management Options & derivatives strategies Founder/Business Owner

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