RIA Intel›Advisers›Florida›SHARIAPORTFOLIO, INC.

SHARIAPORTFOLIO, INC.

Advisory

N·LAKE MARY, FL

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM

$261M

1-Year AUM Growth

+86.2%

3-Year CAGR

+64.7%

Employees

7

Assets Under Management

Total AUM$261M

Discretionary AUM$247M

Non-Discretionary AUM$14M

Discretionary %94.5%

Total Clients839

Team

Total Employees7

Investment Advisers17

Employee Growth (1Y)-14.3%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record24

First FilingNov 19, 2014

Latest FilingJan 2, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SHARIAPORTFOLIO, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.