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Shayne & Jacobs, LLC

● SEC registered since 1999CRD 109423SEC# 801-56424Nashville, TN
Export (members)
Reg. AUM
$429.5M
Employees
5
Accounts
231
Location
Nashville, TN

Shayne & Jacobs, LLC assets under management

Shayne & Jacobs, LLC is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 1999. It reports $429.5 million in regulatory assets under management and employs 5 people.

Shayne & Jacobs, LLC owners & executives

2 reported
NameTitleOwnershipSince
Thomas Winn Chapman ControlSecretaryUnder 5%2005
William Edward Jacobs ControlPresident, Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Shayne & Jacobs, LLC manage?

Shayne & Jacobs, LLC reports $429.5 million in regulatory assets under management on its Form ADV.

How many employees does Shayne & Jacobs, LLC have?

Shayne & Jacobs, LLC reports 5 employees.

Where is Shayne & Jacobs, LLC located?

Shayne & Jacobs, LLC is based in Nashville, TN and has been SEC-registered since 1999.

Does Shayne & Jacobs, LLC disclose fund performance?

Shayne & Jacobs, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776
Phone615/250-1600
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
CIK1484085
Discloses disciplinary historyNo

Regulatory AUM

$429.5M▼ 24%
Mar '25 — $561.9MApr '25 — $561.9MMay '25 — $561.9MJun '25 — $561.9MJul '25 — $561.9MAug '25 — $561.9MSep '25 — $561.9MOct '25 — $561.9MNov '25 — $561.9MDec '25 — $561.9MJan '26 — $561.9MFeb '26 — $561.9MMar '26 — $429.5MApr '26 — $429.5MMay '26 — $429.5MJun '26 — $429.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$429.5Mregulatory AUM
Discretionary $429.5M