Shankland Financial Advisors, LLC
● SEC registered since 2025CRD 139562SEC# 801-130545
Reg. AUM
$101.8M
Employees
2
Accounts
487
Location
—
Shankland Financial Advisors, LLC assets under management
Shankland Financial Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $101.8 million in regulatory assets under management and employs 2 people.
Shankland Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Lawrence Whitney | Director; Chief Advancement Officer | Under 5% | 2024 |
| Daryl Burnett Shankland Control | Managing Member/Cco | Over 75% | 2006 |
Frequently asked questions
How much does Shankland Financial Advisors, LLC manage?
Shankland Financial Advisors, LLC reports $101.8 million in regulatory assets under management on its Form ADV.
How many employees does Shankland Financial Advisors, LLC have?
Shankland Financial Advisors, LLC reports 2 employees.
Does Shankland Financial Advisors, LLC disclose fund performance?
Shankland Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 217-494-0439 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.8M▼ 14%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,340 advisers
EmployeesTop 86%
More than 14% of 16,820 advisers
Assets under management
$101.8Mregulatory AUM
Discretionary $101.8M