Shayne & Jacobs, LLC

RIASEC Registered

Total AUM

$429M

Discretionary

$429M

100% of AUM

Avg account

$1.9M

Accounts

231

Employees

Advisory reps

Firm details

Headquarters: Nashville, Tennessee
CRD number: 109423
Registered since: April 9, 1999
Website: shayneandjacobs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.33%
Corporations / Businesses6.13%
Charitable Organizations3.44%
Individuals2.21%
Insurance Companies0.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shayne & Jacobs, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm has been registered with the SEC since 1999 and serves both individual and family clients as well as institutional clients. Core advisory services reported include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not act as a capital allocator and is not identified as an active ESG investor. Shayne & Jacobs lists a law firm among its industry affiliations, which may reflect referral or service relationships rather than ownership. Its stated investment preference is equities, and its most-used asset type on record is exchange-traded equities.