Overview
Assets Under Management: $253 million
Headquarters: BEACHWOOD, OH
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
SHAKER INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119135), SHAKER INVESTMENTS is subject to fiduciary duty under federal law.
SHAKER INVESTMENTS is headquartered in BEACHWOOD, OH.
SHAKER INVESTMENTS serves 68 high-net-worth clients according to their SEC filing dated December 08, 2025. View client details ↓
According to their SEC Form ADV, SHAKER INVESTMENTS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SHAKER INVESTMENTS manages $253 million in client assets according to their SEC filing dated December 08, 2025.
According to their SEC Form ADV, SHAKER INVESTMENTS serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 274
Discretionary Accounts: 273
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 119135
Filing ID: 2027076
Last Filing Date: 2025-12-08 11:39:29
Website: 2