Shellman Investment Management, LLC

Overview

Shellman Investment Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm provides fee-based portfolio management on a percentage-of-AUM basis to both individual and family clients and institutional accounts, with an explicit advisory emphasis on portfolio management for individuals and small businesses. It reports affiliations with broker-dealers and other investment adviser entities. Shellman identifies as not being an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices