# SHAKER FINANCIAL SERVICES, LLC

SHAKER FINANCIAL SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 121534
- Type: SEC-registered investment adviser
- SEC file number: 801-62679
- Location: 1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300-349, ANNAPOLIS, MD, 21401
- Phone: 410-224-0572
- Latest filing: 2026-03-27
- Regulatory AUM: $286.3M
- Discretionary AUM: $286.3M
- Clients: 6
- Accounts: 588

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert M Shaker | CHIEF COMPLIANCE OFFICER | — |
| Kathryn Shaker Baummer | PARTNER | — |
| SHAKER ROBERT M | CHIEF COMPLIANCE OFFICER | — |
| SHAKER RICHARD JOHN | FOUNDER; MANAGER | — |
| BAUMMER KATHRYN SHAKER | PARTNER | — |
| Robert M. Shaker | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121534/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121534/similar
- Related entities: https://search.stillhousedata.com/firm/121534/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121534

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.