Overview
Assets Under Management: $98 million
High-Net-Worth Clients: 50
Average Client Assets: $1.2 million
Frequently Asked Questions
SHANKLAND FINANCIAL ADVISORS, LLC 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 #139562), SHANKLAND FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SHANKLAND FINANCIAL ADVISORS, LLC serves 50 high-net-worth clients according to their SEC filing dated August 22, 2025. View client details ↓
According to their SEC Form ADV, SHANKLAND FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SHANKLAND FINANCIAL ADVISORS, LLC manages $98 million in client assets according to their SEC filing dated August 22, 2025.
According to their SEC Form ADV, SHANKLAND FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.19%
Average Client Assets: $1.2 million
Total Client Accounts: 553
Discretionary Accounts: 553
Regulatory Filings
CRD Number: 139562
Filing ID: 2009704
Last Filing Date: 2025-08-22 17:03:00