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SHARIAPORTFOLIO, INC.

LAKE MARY, FL · CRD 173937 · IAPD ↗ · 321-275-5125

$3.01BRegulatory AUM
9Advisory reps
21Employees
0Clients
0Planning clients
1Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — SHARIAPORTFOLIO, INC. grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2026 — SHARIAPORTFOLIO, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
April 2026 — SHARIAPORTFOLIO, INC. crossed $1B in regulatory AUM ($260.9M -> $3.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
February 2026 — SHARIAPORTFOLIO, INC. notice-filed in CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — SHARIAPORTFOLIO, INC. reported RAUM down 69% ($832.3M -> $260.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — SHARIAPORTFOLIO, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — SHARIAPORTFOLIO, INC. crossed $500M in regulatory AUM ($447.1M -> $832.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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