AUMdb

Schutt Capital Management Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 149266 · Richmond, VA · WWW.SCHUTTCAPITAL.COM
☆ Save with Pro ADV data as of Jun 18, 2026
Regulatory AUM
$85.4M
Discretionary
$85.4M
Clients
69
Avg AUM / client
$1.2M
Accounts
110
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 33 $7.5M 8.74%
High net worth individuals 33 $32.7M 38.3%
Pooled investment vehicles (non-investment companies) 3 $45.2M 52.9%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Marshall Poston Schutt Registered representative Jan 2009 (18y)
Molly Elizabeth Escalante Registered representative Aug 2014 (12y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/18/2026 1.64 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.

View current Form ADV (SEC/IAPD) ↗