Ferguson Shapiro LLC
Firm details
- Headquarters
- Decatur, Georgia
- CRD number
- 297555
- Registered since
- July 6, 2018
- Website
- www.fergusonshapiro.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.98%
- Individuals26.07%
- Corporations / Businesses0.7%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ferguson Shapiro LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm is SEC registered (registered in 2018) and serves primarily individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm bills on a percentage-of-assets basis and also charges hourly fees. Ferguson Shapiro does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Other1%
Contacts
3 of 6
Ryan Florence
PartnerCRD 5318297
James Boswell
Director of TradingCRD 6816944
Kevin Ferguson
PrincipalCRD 2658735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$446M in ETFs
25%
$112M
44%
$334M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $42.2M | 1,420,230 | 9.44% |
Location
Decatur, GA
Dekalb
Location
Decatur, GA
Headquartered in Decatur, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 120 N Candler St
- Time zone
- ET (UTC-5)
- Office locations
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