Shariaportfolio, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated April 10, 2026, reports $3.0B in regulatory assets under management, 21 employees, and 3,125 accounts.
Assets Under Management
$3.0B
Employees
21
Offices
--
Total Clients
935
Primary office
LAKE MARY, FL
1331 S. INTERNATIONAL PARKWAY, SUITE 2291, LAKE MARY, FL, United States
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
796
2
HNWI
7.6%
71
3
Charitable
4.4%
41
4
Pension Plans
1.6%
15
5
Investment Cos.
1.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of April 10, 2026
Discretionary99.5%
$3.0B
99% of total RAUM99.5%
Non-discretionary0.5%
$16M
1% of total RAUM0.5%
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$3.0B
Total Accounts3,125
10Y AUM Change+$3.0B (+9450.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee45:1
10Y Employee Change+12 (+133.3%)
* 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.