R.M. SHANNON WEALTH MANAGEMENT, LLC

Overview

R.M. Shannon Wealth Management, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not structured as a capital allocator or a multi-state or pension consultant adviser; it maintains a straightforward advisory footprint focused on direct client relationships rather than managing pooled funds or subadvisory platforms. Investment activity shows a clear tilt toward public mutual funds as the primary vehicle for client exposure, with a modest allocation to private-market alternatives and real estate. The firm is not an active ESG investor. Given its size and the custodial profile, the firm appears to implement client portfolios primarily through third‑party mutual funds and annuity products, supplementing those holdings with private placements and real estate opportunities for clients where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices