Shaffer Capital

Shaffer Capital (CRD# 150106) is a financial advisory firm headquartered in Westerville, OH. They manage $151,745,533 in 441 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
550 Polaris Parkway, Suite 130, Westerville, OH 43082
https://www.shaffercapital.net
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $344,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Shaffer Capital
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Shaffer, financial advisor Westerville OH
Matthew E. Shaffer
CRD#: 2506433
550 Polaris Parkway, Suite 130, Westerville, OH 43082

Matthew Shaffer (CRD# 2506433) is an Investment Advisor Representative working at Shaffer Capital in Westerville, OH and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals