Shaker Investments
Shaker Investments is an SEC-registered wealth manager in Beachwood, OH with $258.8M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Shaker Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119135, SEC 801-60907, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $258.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Beachwood, OH
- Employees
- 9
- Clients
- 130
- CRD
- 119135
- Ownership
- WEBB, DAVID, ROGERS; SOLOMON, ADAM, SANDERS; RUND, RAYMOND, JOSEPH; JANETZ, JAMES, RALPH; SHAKER INVESTMENTS INC
How much AUM does Shaker Investments have?
Shaker Investments reported $258.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Shaker Investments?
Disclosed owners and executives of Shaker Investments include WEBB, DAVID, ROGERS, SOLOMON, ADAM, SANDERS, RUND, RAYMOND, JOSEPH, JANETZ, JAMES, RALPH, SHAKER INVESTMENTS INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.