RIA Intel›Advisers›Maryland›SHORE FINANCIAL ADVISORS, LLC

SHORE FINANCIAL ADVISORS, LLC

Advisory

EASTON, MD

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$3M

across 1 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

ISLANDS EAST ADVISORS LLC

CHESTER, MD

$3M

SIMPLEXITY INVESTMENT MANAGEMENT, LLC

$3M

FINANCIAL POSITIONING SYSTEM, INC

DERWOOD, MD

$2M

HOMEWOOD CAPITAL MANAGEMENT EAST LLC

$3M

ATLAS SUSTAINABLE WEALTH, LLC

$2M

STANDUP ADVISORS, LLC

$2M

Get the full picture on SHORE FINANCIAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SHORE FINANCIAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans