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SHB ADVISORS, LLC

Advisory

WASHINGTON, DC

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in DC
#118
of 126 advisers by AUM
Average account
$4M
across 5 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
5
Employees
1

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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DC

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

STERN, STEVEN DAVID CFA
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$21M
-28.3% 1Y
PARCO WEALTH MANAGEMENT LLC
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$21M
+57.0% 1Y
PG CAPITAL MANAGEMENT, LLC
WASHINGTON, DC
$20M
-44.5% 1Y
GRAHAM, RICHARD HILLES
WASHINGTON, DC
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WASHINGTON ASSET MANAGEMENT INC
WASHINGTON, DC
$25M
-42.3% 1Y
ADVOCATE WEALTH, LLC
WASHINGTON, DC
$25M

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