34 FINANCIAL, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 329383
- Registered since
- February 12, 2026
- Website
- www.trgwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.25%
- Individuals1.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
34 Financial, LLC is an SEC-registered limited liability company that provides fee-based portfolio management primarily to individuals and families, as well as small businesses. The firm reports an owner of individual ownership and charges clients a percentage of assets under management. Its advisory focus centers on discretionary portfolio management for private clients rather than institutional consulting or retirement-plan consulting. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.
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 Equities77%
- Public Funds/Mutual Funds14%
- Other4%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1JEFFREY SHAVER
CEO and Co-FounderCRD 2675592
Contacts
3 of 3Joseph Young
Investment Adviser RepresentativeCRD 4068656
THOMAS HOULE
PartnerCRD 2087392
Cody Collins
Investment Advisor RepresentativeCRD 8048215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, 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
- FULTON
- Address
- 2827 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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