Shellman Investment Management, LLC
Shellman Investment Management, LLC is an SEC-registered wealth manager in Coral Gables, FL with $209.6M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Shellman Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316579, SEC 801-123508, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $209.6M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 4
- Clients
- 134
- CRD
- 316579
- Ownership
- SHELLMAN, STEPHANIE, LYNN; Shah, Rajiv
How much AUM does Shellman Investment Management, LLC have?
Shellman Investment Management, LLC reported $209.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Shellman Investment Management, LLC?
Disclosed owners and executives of Shellman Investment Management, LLC include SHELLMAN, STEPHANIE, LYNN, Shah, Rajiv. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.