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 operating since its SEC registration in 1999. The firm serves both individual and family clients as well as business and institutional clients. Its advisory services emphasize financial planning and portfolio management across individual/small business and institutional mandates. Compensation methods include a percentage-of-AUM fee schedule alongside hourly and fixed-fee arrangements. FINTRX notes a law firm industry affiliation; the firm is not identified as a capital allocator and does not report being 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 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 29Active vs passive
$33.4M in ETFs
95%
$31.7M
5%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $12.8M | 39,883 | 38.32% |
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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