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Alexander Matthew Shaffer

Investment adviser representative at Shaffer Capital
10 yearsExperience
1 stateRegistered in
$211.1MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Shaffer CapitalApr 2026 to now
  2. Ohio Northern UniversityAug 2022 to now
  3. Shaffer CapitalJun 2020 to Mar 2026
  4. St. Francis Desales HighschoolAug 2018 to Jun 2022
  5. St. Paul SchoolMar 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (OH).

Shaffer Capital

Legal name: Shaffer Capital Advisers, LLC

$211.1MAssets managed
201Clients
4Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8259653
Firm CRD
150106
Advisor's SEC record (opens in a new tab)
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