SHB ADVISORS

SHB ADVISORS of WASHINGTON, DC is an SEC-registered investment adviser (CRD 170529). Regulatory assets under management: $21.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 170529
• Type: Registered investment adviser
• Location: 1050 30TH ST NW, WASHINGTON, DC, 20007
• Phone: 2027191726
• Latest filing: 2026-03-13
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search