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SHAW FINANCIAL SOLUTIONS LLC

Advisory

CORAL GABLES, FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL
#1,294
of 2,610 advisers by AUM
Average account
$517K
across 206 accounts
AUM per adviser
$53M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$106M
Discretionary %
100%
Clients
89
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$106M
Discretionary AUM$106M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients89
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

RIVERSIDE CAPITAL ADVISERS INC
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$106M
RIVERSIDE WEALTH MANAGEMENT
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$106M
STONEX INTERNATIONAL ADVISORS INC
MIAMI, FL
$107M
+22.4% 1Y
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
ST. PETERSBURG, FL
$107M
STILLBLUE FINANCIAL PARTNERS, LLC
JACKSONVILLE, FL
$107M
OMNITRUST WEALTH MANAGEMENT, INC.
JACKSONVILLE, FL
$107M

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