Shea, Brian Michael
● SEC registered since 2025CRD 125606SEC# 801-132995
Reg. AUM
$118.6M
Employees
2
Accounts
215
Location
—
Shea, Brian Michael assets under management
Shea, Brian Michael operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $118.6 million in regulatory assets under management and employs 2 people.
Shea, Brian Michael owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Michael Shea Control | Owner / Sole Proprietor / Cco | Over 75% | 1993 |
Frequently asked questions
How much does Shea, Brian Michael manage?
Shea, Brian Michael reports $118.6 million in regulatory assets under management on its Form ADV.
How many employees does Shea, Brian Michael have?
Shea, Brian Michael reports 2 employees.
Does Shea, Brian Michael disclose fund performance?
Shea, Brian Michael is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-966-9651 |
| Fax | 203-966-9652 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.6M▲ 2%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$118.6Mregulatory AUM
Discretionary $118.6M