Shane Duckworth
Advisor at ClearMind Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ClearMind Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ClearMind Capital
Location
Columbus, OH
Credentials
Series 63, Series 65
Industry experience
4 years
Shane Duckworth is a financial advisor at ClearMind Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of finance, he assists with management and maintenance duties in his family-owned laundromat and tanning salon business. ClearMind Capital provides financial planning and investment advisory services to individuals and high-net-worth clients, combining fundamental analysis with Modern Portfolio Theory. The firm offers discretionary investment management and advice-only planning through a fee-only structure, managing approximately $13.9 million for about 25 client relationships.
Based on ClearMind Capital
Integrative Wealth Planning charged on a fixed-fee basis, $3,000 to $10,000 depending on scope
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.35%
Minimum fee: Minimum annual advisory fee may be imposed; disclosed in Client’s advisory agreement; amount not specified Fee-only: Ongoing financial planning fees range from $100 to $1,200 per month; Integrative Wealth Planning fees range from $3,000 to $10,000 fixed fee
Columbus, OH
Ohio
ClearMind Capital LLC
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2022 - 2025 (3 years)
Northwestern Mutual Investment Services LLC
2022 - 2025 (3 years)
Brandon McIntyre
2022 - 2025 (3 years)
Robert Roach
2022 - 2025 (3 years)
Roach McIntyre and Associates
2022 - 2022 (1 year)
JPMorgan Securities LLC
2021 - 2021 (1 year)
Duckworth Enterprises and SC Wash and Tan
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")