Shayne & Jacobs, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 109423
- Registered since
- April 9, 1999
- Website
- shayneandjacobs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.33%
- Corporations / Businesses6.13%
- Charitable Organizations3.44%
- Individuals2.21%
- Insurance Companies0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Shayne & Jacobs, LLC is an independent registered investment adviser organized as an LLC and on file with the SEC since 1999. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include traditional asset‑based fees as well as hourly and fixed‑fee engagements. The firm reports a clear tilt toward publicly traded securities rather than ESG strategies or multi‑state adviser activity. An industry affiliation with a law firm is noted in regulatory filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities62%
- US Government Bonds29%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents3%
Contacts
2 of 2Thomas Chapman
Corporate SecretaryCRD 4781686
William Jacobs
Co-PresidentCRD 2070775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$39M in ETFs
91%
$35.4M
4%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.6M | 39,568 | 37.57% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 4015 Hillsboro Pike
- Time zone
- CT (UTC-6)
- Office locations
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