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SHUTTLEWORTH & COMPANY

POWELL, OH · CRD 121382 · IAPD ↗ · sco-advisors.com · 614-760-7738

$173.0MRegulatory AUM
2Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SHUTTLEWORTH & COMPANY reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — SHUTTLEWORTH & COMPANY now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.