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Portfolio Manager · Shaker Investments

Chris G. Hemmelgarn

CRD 5414204 · Named on Form ADV at one SEC-registered adviser

At a glance

Shaker Investments, an SEC-registered wealth manager based in Beachwood, OH with $259 million in regulatory assets, lists Chris G. Hemmelgarn on its Form ADV as Portfolio Manager, a control person.

Firms and roles

  • Shaker InvestmentsPortfolio ManagerWealth manager · Beachwood, OH · $259M in regulatory assets

AtlasMembers

Chris’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chris’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.