Shotwell Rutter Baer Inc
● SEC registered since 2021CRD 122789SEC# 801-120091Lansing, MI
Reg. AUM
$183.9M
Employees
7
Accounts
835
Location
Lansing, MI
Shotwell Rutter Baer Inc assets under management
Shotwell Rutter Baer Inc is an investment advisory firm registered with the SEC based in Lansing, MI. The firm has been registered since 2021. It reports $183.9 million in regulatory assets under management and employs 7 people.
Shotwell Rutter Baer Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Witt Shotwell Control | President | Over 75% | 2018 |
| Jeffrey Alan Rutter | Cco | Under 5% | 2017 |
Frequently asked questions
How much does Shotwell Rutter Baer Inc manage?
Shotwell Rutter Baer Inc reports $183.9 million in regulatory assets under management on its Form ADV.
How many employees does Shotwell Rutter Baer Inc have?
Shotwell Rutter Baer Inc reports 7 employees.
Where is Shotwell Rutter Baer Inc located?
Shotwell Rutter Baer Inc is based in Lansing, MI and has been SEC-registered since 2021.
Does Shotwell Rutter Baer Inc disclose fund performance?
Shotwell Rutter Baer Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6350 West Michigan Avenue, Suite 200, Lansing, MI 48917 |
| Phone | 517-321-4832 |
| Fax | 517-321-9116 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.9M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$183.9Mregulatory AUM
Discretionary $183.9M