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Owner and Chief Executive Officer · Shellman Investment Management, LLC

Stephanie L. Shellman

CRD 4661329 · Named on Form ADV at one SEC-registered adviser

At a glance

Shellman Investment Management, LLC, an SEC-registered wealth manager based in Coral Gables, FL with $210 million in regulatory assets, lists Stephanie L. Shellman on its Form ADV as Owner and Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Stephanie’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
1 firmLocked
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

  • Rajiv ShahChief Compliance Officer, Shellman Investment Management, LLC

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