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FERGUSON SHAPIRO LLC
CRD 297555 · SEC 801-113581
120 N CANDLER ST, #2, DECATUR, GA, 30030, United States
Phone
(404) 567-6771
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$415.2M
Discretionary AUM
$415.2M
Team
9 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $108.3M |
| High net worth individuals | 139 | $303.0M |
States served
AL, CA, GA, LA, NY, NC, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD