Fee-only adviser · Washington, DC
SHB Advisors
SHB Advisors is a fee-only investment adviser registered with the securities regulator of District of Columbia, with its main office in Washington, District of Columbia. On its latest Form ADV, filed March 13, 2026, it reports $22M in regulatory assets under management, 5 individual clients and 1 employee who gives 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 | State-registered: District of Columbia |
|---|---|
| Firm CRD number | 170529 |
| Office | 1050 30th ST NW Washington, DC 20007 |
| Phone | (202) 719-1726 |
| Website | www.shbadvisors.com |
| Regulatory assets under management | $22M |
| Individual clients | 0 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 13, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Washington
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- District Capital Management, LLC $30M
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Nearby
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- Takoma Park 2 firms
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- Silver Spring 3 firms
- Alexandria 21 firms
- National Harbor 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
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