Shotwell Rutter Baer Inc

Overview

Shotwell Rutter Baer Inc is an SEC registered investment adviser based in Lansing, MI, registered since 2001. It reports $184M in assets under management across 835 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$184M

Discretionary

100%

Accounts

835

Average account

$22K

Employees

7

Advisory reps

5

Registered since

2001

Jurisdictions

6

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• David Witt Shotwell President CRD 4244566
• Jeffrey Alan Rutter Chief Compliance Officer CRD 6689413

Advisory reps 3 of 5

• Nicholas Frank Nauta Investment Adviser Rep CRD 5062316
• Jeffrey Alan Rutter Investment Adviser Rep CRD 6689413
• Ashley Marie Sajor Investment Adviser Rep CRD 7645545

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6350 W Michigan Ave Ste 200
Lansing, MI 48917

County

Eaton

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: srbadvisors.com

Every state, with registration dates

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