SHAKER FINANCIAL SERVICES, LLC

SHAKER FINANCIAL SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 121534). Regulatory assets under management: $286.3M.

Registration

• CRD: 121534
• SEC file number: 801-62679
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 121534 on SEC IAPD (source of record)
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