SHFP, LLC

Overview

Shfp, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and has been SEC registered since 2014. Its advisory model is largely non-discretionary: Shfp, LLC provides planning, recommendations and portfolio guidance while clients retain final trading authority. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. Investment activity shows a clear preference for pooled public funds rather than direct-stock trading or large allocations to private/illiquid strategies. The firm reports a preference category of “Other,” but the asset profile and custodial relationships indicate a tilted use of mutual funds as the primary vehicle to build client exposure across equity, fixed income and asset-allocation strategies. Shfp, LLC is not an active ESG investor and does not report pension consulting, capital allocation, or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices