Ferguson Shapiro LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Decatur, GA. Its latest Form ADV filing, dated March 25, 2026, reports $415M in regulatory assets under management, 9 employees, 2 offices, and 996 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
193
2
HNWI
41.9%
139
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$415Mas of March 25, 2026
Discretionary100.0%
$415M
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.
Total AUM$415M
Total Accounts996
10Y AUM Change+$415M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee37:1
10Y Employee Change+8 (+800.0%)
* 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.