RIA Intel›Advisers›Florida›SHEARSON FINANCIAL SERVICES, LLC

SHEARSON FINANCIAL SERVICES, LLC

Advisory

BOCA RATON, FL

Data as of Mar 7, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year

0.0%

compound annual growth

Filing history

2

filings since 2003

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM

$0

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

22

Assets Under Management

Total AUM$0

Discretionary AUM$0

Non-Discretionary AUM$0

Discretionary %0%

Total Clients—

Team

Total Employees22

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingJul 24, 2003

Latest FilingMar 7, 2026

Full AUM trend chart and 2 historical filings spanning 23+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

50th percentile

Composite rank among FL advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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