SHELL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- KNOXVILLE, Tennessee
- CRD number
- 136509
- Website
- www.shell-capital.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.98%
- Other Investment Advisers13.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Shell Capital Management, LLC is a small, privately owned investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage-of-assets fee and focuses on discretionary portfolio management rather than institutional or pension consulting work. According to available records it does not position itself as an ESG investor and is not identified as a multi-state or related adviser.
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
2 of 2CHRISTI SHELL
Managing DirectorCRD 6065745
MICHAEL SHELL
PresidentCRD 3226444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KNOXVILLE, TN
KNOX
Location
KNOXVILLE, TN
Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- KNOX
- Address
- 200 Prosperity Dr
- Time zone
- CT (UTC-6)
- Office locations
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