Shankland Financial Advisors, LLC
Shankland Financial Advisors, LLC is an SEC-registered mass-market adviser with $88.2M assets under management (AUM, regulatory AUM), -25% over one year. See who owns Shankland Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139562, SEC 801-130545, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $88.2M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 308
- CRD
- 139562
- Ownership
- SHANKLAND, DARYL, BURNETT; WHITNEY, BRUCE, LAWRENCE
How much AUM does Shankland Financial Advisors, LLC have?
Shankland Financial Advisors, LLC reported $88.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Shankland Financial Advisors, LLC?
Disclosed owners and executives of Shankland Financial Advisors, LLC include SHANKLAND, DARYL, BURNETT, WHITNEY, BRUCE, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.