Matthew R. Freiburger

SHUTTLEWORTH & COMPANY

Powell, OH 43065

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CRD#: 5207204

Professional summary

Matthew Raymond Freiburger is a registered financial advisor currently at SHUTTLEWORTH & COMPANY located in Powell, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Raymond Freiburger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2020 - Present

SHUTTLEWORTH & COMPANY

Office #1: 3807 Attucks Drive, Powell, OH 43065

RIA

CRD#: 121382

Powell, OH

Past

April 16, 2007 - November 19, 2020

STEELE INVESTMENT COUNSEL, LTD.

RIA

CRD#: 105065

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHUTTLEWORTH & COMPANY

CRD#: 121382 / SEC#: 801-120895

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/14/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/8/2020)

IAR

Texas
(12/8/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/2007

Uniform Investment Adviser Law Examination

Current Firm

SHUTTLEWORTH & COMPANY

CRD#: 121382 / SEC#: 801-120895

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/14/2021 Terminated)

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Contact information

Main Address

3807 Attucks Drive, Powell, OH 43065

Mailing Address

Phone number

(614) 760-7738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHUTTLEWORTH & CO ADV PART 2A AND PART 2B (2/28/2025)

Regulatory assets under management

Total Number of Accounts	563
AUM (Assets Under Management)	$ 149,486,870

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew R. Freiburger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Raymond Freiburger's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHUTTLEWORTH & COMPANY

STEELE INVESTMENT COUNSEL, LTD.

Primary Firm SEC Registration

SHUTTLEWORTH & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2007

Current Firm

SHUTTLEWORTH & COMPANY

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHUTTLEWORTH & COMPANY

TRUST BUT VERIFY

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