Ferguson Shapiro LLC
Firm details
- Headquarters
- Decatur, Georgia
- CRD number
- 297555
- Registered since
- July 6, 2018
- Website
- www.fergusonshapiro.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.98%
- Individuals26.07%
- Corporations / Businesses0.7%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ferguson Shapiro LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2018. The firm identifies as a capital allocator that serves individual and family clients. Compensation is a mix of percentage-of-AUM fees and hourly charges. Its advisory scope includes financial planning, discretionary portfolio management for individuals and for small businesses and institutions, and the selection of third‑party advisers. The firm does not describe itself as an active ESG investor.
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 Equities76%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Other1%
Contacts
3 of 6
Kevin Ferguson
PrincipalCRD 2658735
Karyn Cravens
Financial PlanningCRD 2832983
Maury Shapiro
PartnerCRD 1408322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$443M in ETFs
21%
$93.4M
57%
$349M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $44.6M | 1,451,043 | 10.08% |
Location
Decatur, GA
Dekalb
Location
Decatur, GA
Headquartered in Decatur, 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
- Dekalb
- Address
- 120 N Candler St
- Time zone
- ET (UTC-5)
- Office locations
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