CORAL GABLES, FLCRD 316579Latest ADV March 24, 2026
Shellman Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 24, 2026, reports $210M in regulatory assets under management, 4 employees, and 178 accounts.
Assets Under Management
$210M
Employees
4
Offices
--
Total Clients
134
Primary office
CORAL GABLES, FL
2525 PONCE DE LEON BLVD, #300, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
93
2
Individuals
29.9%
40
3
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 24, 2026
Discretionary100.0%
$210M
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$210M
Total Accounts178
10Y AUM Change+$141M (+206.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+2 (+100.0%)
* 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.