Shaffer Capital Advisers, LLC
● SEC registered since 2020CRD 150106SEC# 801-119045Westerville, OH
Reg. AUM
$211.1M
Employees
7
Accounts
457
Location
Westerville, OH
Shaffer Capital Advisers, LLC assets under management
Shaffer Capital Advisers, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2020. It reports $211.1 million in regulatory assets under management and employs 7 people.
Shaffer Capital Advisers, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Edward Shaffer Control | Elected Manager And Chief Compliance Officer | Under 5% | 2009 |
| Shaffer Capital Wealth Management, LLC | Member | Over 75% | 2014 |
| Matthew Edward Shaffer Control | Elected Manager | — | 2009 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Shaffer Capital Advisers, LLC manage?
Shaffer Capital Advisers, LLC reports $211.1 million in regulatory assets under management on its Form ADV.
How many employees does Shaffer Capital Advisers, LLC have?
Shaffer Capital Advisers, LLC reports 7 employees.
Where is Shaffer Capital Advisers, LLC located?
Shaffer Capital Advisers, LLC is based in Westerville, OH and has been SEC-registered since 2020.
Does Shaffer Capital Advisers, LLC disclose fund performance?
Shaffer Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 Polaris Parkway, Suite 130, Westerville, OH 43082 |
| Phone | 614-891-1200 |
| Fax | 614-891-7360 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$211.1Mregulatory AUM
Discretionary $211.1M