Shaker Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated March 27, 2026, reports $286M in regulatory assets under management, 6 employees, 2 offices, and 588 accounts.
Assets Under Management
$286M
Employees
6
Offices
2 offices
Total Clients
329
Primary office
ANNAPOLIS, MD
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300-349, ANNAPOLIS, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
228
2
HNWI
30.7%
101
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of March 27, 2026
Discretionary100.0%
$286M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$286M
Total Accounts588
10Y AUM Change+$144M (+101.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* 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.