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SHANKLAND FINANCIAL ADVISORS, LLC

· CRD 139562 · IAPD ↗ · 217-494-0439

$101.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — SHANKLAND FINANCIAL ADVISORS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
95
April 2025 — SHANKLAND FINANCIAL ADVISORS, LLC (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.