Shaker Financial Services
Shaker Financial Services is an SEC-registered mass-market adviser in Annapolis, MD with $286.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Shaker Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121534, SEC 801-62679, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $286.3M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Annapolis, MD
- Employees
- 6
- Clients
- 329
- CRD
- 121534
- Ownership
- SHAKER, ROBERT, M.; RICHARD J. SHAKER, D.B.A. SHAKER FINANCIAL SERVICES; SHAKER, RICHARD, JOHN; BAUMMER, KATHRYN, SHAKER
How much AUM does Shaker Financial Services have?
Shaker Financial Services reported $286.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Shaker Financial Services?
Disclosed owners and executives of Shaker Financial Services include SHAKER, ROBERT, M., RICHARD J. SHAKER, D.B.A. SHAKER FINANCIAL SERVICES, SHAKER, RICHARD, JOHN, BAUMMER, KATHRYN, SHAKER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.