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SHANKLAND FINANCIAL ADVISORS, LLC
CRD 139562 · SEC 801-130545
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$88.2M
Discretionary AUM
$88.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $39.4M |
| High net worth individuals | 38 | $48.8M |
States served
CA, IL, IN, LA, NC, SC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD