SHANKLAND FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 139562
- Registered since
- April 1, 2025
- Website
- www.shanklandfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.29%
- Individuals44.71%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Shankland Financial Advisors, LLC is a fee-based advisory firm focused on serving individual and family clients, including small-business owner accounts. The firm delivers discretionary portfolio management and runs educational seminars and workshops as part of its client service model. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded products as the primary vehicle for implementing portfolio exposures. The adviser operates across multiple states and charges clients a percentage-of-AUM fee.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1BRUCE WHITNEY
Chief Advancement OfficerCRD 8149329
Contacts
1 of 1DARYL SHANKLAND
FounderCRD 735632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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