Data / Investment advisers / Florida / Shellman Investment Management, LLC
Shellman Investment Management, LLC, Coral Gables, FL: $210 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Shellman Investment Management, LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $210 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 316579
- SEC file number
- 801-123508
- SEC status
- Approved, effective November 25, 2022
- Main office
- 2525 Ponce de Leon Blvd #300, Coral Gables, FL 33134
- Phone
- (786) 655-6180
- Website
- shellmaninvest.com
- Regulatory AUM
- $209,606,890 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $209,606,890
- Accounts
- 178
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $148.1 million |
| Individuals (other than high net worth individuals) | 40 | $36.7 million |
| Corporations or other businesses | 1 | $24.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $209.6 million | March 24, 2026 |
| December 1, 2025 | $157.3 million | March 20, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dragus Capital, LLC | Coral Gables | $225.9 million | Not listed | adviserinfo.sec.gov |
| Lynx Advisory Partners | Coral Gables | $221.4 million | Not listed | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | $217.7 million | 1 | adviserinfo.sec.gov |
| Atlantic Family Wealth, LLC | Coral Gables | $210.1 million | Not listed | adviserinfo.sec.gov |
| Sunstate Wealth Management LLC | Coral Gables | $209.8 million | Not listed | adviserinfo.sec.gov |
| Bradesco Global Advisors | Coral Gables | $181.5 million | Not listed | adviserinfo.sec.gov |
| Altura Capital | Coral Gables | $159.5 million | 4 | adviserinfo.sec.gov |
| Balanz | Coral Gables | $152.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Shellman Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.