Shapiro Financial Security Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hazlet, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $153M in regulatory assets under management, 5 employees, 1 office, and 564 accounts.
Assets Under Management
$153M
Employees
5
Offices
1 office
Total Clients
137
Primary office
HAZLET, NJ
1 BETHANY ROAD, BUILDING 6, SUITE 90, HAZLET, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
137
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 24, 2026
Discretionary92.1%
$141M
92% of total RAUM92.1%
Non-discretionary7.9%
$12M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts564
10Y AUM Change+$40M (+35.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee27:1
10Y Employee Change-1 (-16.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.