Investment adviser · CRD 122789
SHOTWELL RUTTER BAER INC
Investment adviser filing (IA)
LANSING, MI, United States · Form ADV filed Jan 29, 2026
- Regulatory AUM
- $184M Form ADV · Item 5.F
- Client accounts
- 835 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 62 | $121,468,022 | 66.1% |
| Individuals | 220 | $62,419,665 | 33.9% |
Filing source
Form ADV 2046294 · Jan 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6350 WEST MICHIGAN AVENUE, SUITE 200LANSING, MI, 48917, United States
CRD 122789
Filing source
Form ADV 2046294 · Jan 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.