Shellcrest Financial LLC

Overview

Shellcrest Financial LLC is a single-owner limited liability company that provides advisory services across individual, small-business, institutional and pension client types. The firm offers financial planning, discretionary and non-discretionary portfolio management, pension consulting and selection-of-other-advisers services, and identifies itself as a capital allocator. Its fee model includes percentage-of-AUM arrangements as well as hourly and fixed fees, giving flexibility for different client relationships. The firm reports being an active ESG investor and is not structured as a multi-state adviser. It is not newly formed; the SEC registration year is not indicated in the available data. Classification in the source file is listed as unclassified.

Investments & Alternatives

Location & Offices