Overview
Assets Under Management: $89 million
High-Net-Worth Clients: 20
Average Client Assets: $4.3 million
Frequently Asked Questions
SHFP, 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 #171571), SHFP, LLC is subject to fiduciary duty under federal law.
SHFP, LLC serves 20 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, SHFP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SHFP, LLC manages $89 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, SHFP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.88%
Average Client Assets: $4.3 million
Total Client Accounts: 162
Non-Discretionary Accounts: 162
Regulatory Filings
CRD Number: 171571
Filing ID: 2037609
Last Filing Date: 2026-01-16 09:08:34