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Shelby Financial Group, Inc. (Sarasota)


Shelby Financial Group, Inc. is an adviser based in Sarasota. It manages $36.29 million of regulatory assets for 312 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

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Shelby Financial Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shelby Financial Group: assets under management

The assets under management (AUM) of Shelby Financial Group, Inc. is $36.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.32 thousand each.
Shelby Financial Group has custody of $36.29 million in cash and securities for 62 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shelby Financial Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Shelby Financial Group, Inc. performs its advisory services is located at 1990 Main Street, Ph 18, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-925-7544 or by fax 866-204-0767. The normal business hours are 9:30am - 4:30pm on Other. You can find more information about the New York firm at www.shelbyfinancialgroup.com.


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