← Tributary

SHELLMAN INVESTMENT MANAGEMENT, LLC

CORAL GABLES, FL · CRD 316579 · IAPD ↗ · shellmaninvest.com · (786) 655-6180

$209.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — SHELLMAN INVESTMENT MANAGEMENT, LLC reported RAUM up 33% ($157.3M -> $209.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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