Shankland Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 139562
- Registered since
- April 1, 2025
- Website
- www.shanklandfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.63%
- Individuals39.37%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Shankland Financial Advisors, LLC is an independent registered investment adviser formed as an LLC and owned by an individual. The firm bills clients on a percentage-of-AUM basis and focuses its client work on individuals and families. Its advisory services emphasize portfolio management for individuals and small businesses and the firm also runs educational seminars and workshops. Shankland reports it is not an active ESG investor and does not identify itself as a pension consultant, related adviser, or capital allocator. The firm’s SEC registration is listed as 2025.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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