Shiloh Advisors Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
West Palm Beach, Florida
CRD number
338014
Registered since
February 25, 2026

Firm profile

FINTRX

Overview

Shiloh Advisors Inc. is organized as a corporation and is registered with the SEC as of 2026. The firm is held by an individual owner and does not identify under a common RIA classification in the available data. It does not self-report as a capital allocator, and it is not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Keith Novick

    Keith Novick

    PartnerCRD 6414172

  • Jose Portillo

    FinOpCRD 2248799

  • William Rapavy

    William Rapavy

    Registered RepresentativeCRD 1718365

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3915 S Flagier Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth