Fee-only adviser · Lake Mary, FL
Shariaportfolio, Inc.
Shariaportfolio, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lake Mary, Florida. On its latest Form ADV, filed April 10, 2026, it reports $3.0B in regulatory assets under management, 867 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 173937 · SEC file 801-80652 |
| Office | 1331 S. International Parkway Suite 2291 Lake Mary, FL 32746 |
| Phone | (321) 275-5125 |
| Website | www.shariaportfolio.com |
| Regulatory assets under management | $3.0B ($3.0B discretionary) |
| Individual clients | 796 non-high-net-worth, 71 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 21 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lake Mary
- Collaborative Wealth $653M
- Heartwood Financial Services $83M
- Financial Life Designs LLC $38M
- Haysley Financial Services, Inc. $12M
- Symphony Financial Team Not reported
- Bluestar Wealth Management $140M
See all 8 fee-only advisers in Lake Mary →
Nearby
- Longwood 4 firms
- Casselberry 1 firm
- Altamonte Springs, 1 firm
- Maitland 5 firms
- Winter Park 18 firms
- Oviedo 1 firm
- Orange City 1 firm
- Orlando 21 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Shariaportfolio, Inc.? Update this listing.