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, SEC‑registered registered investment adviser that began registration in 2018 and operates as an LLC owned by an individual. The firm serves individual and family clients and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selects third‑party advisers on behalf of clients. It charges clients based on a percentage of assets under management and also offers hourly billing for certain engagements. The firm identifies as a capital allocator and is not positioned as an 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 6KEVIN 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 64Active vs passive
$434M in ETFs
7%
$31.2M
73%
$403M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA) | Active | Intermediate Core Bond | $49.1M | 2,326,522 | 11.31% |
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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