Fee-only adviser · Southbury, CT
Shehu Asset Management, LLC
Shehu Asset Management, LLC is a fee-only investment adviser registered with the securities regulator of Connecticut, with its main office in Southbury, Connecticut. On its latest Form ADV, filed August 1, 2024, it reports $2.4M in regulatory assets under management, 15 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: Connecticut |
|---|---|
| Firm CRD number | 311138 |
| Office | 88 Railstone Drive Southbury, CT 06488 |
| Phone | (860) 778-8309 |
| Website | Not listed |
| Regulatory assets under management | $2.4M |
| Individual clients | 15 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 1, 2024 |
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 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 Southbury
- Kennedy Wealth & Tax Management, LLC $215M
- Newday $6.5M
See all 3 fee-only advisers in Southbury →
Nearby
- Middlebury 1 firm
- Newtown 1 firm
- Bethel 1 firm
- Washington 1 firm
- Watertown 1 firm
- Shelton 4 firms
- Woodbridge 1 firm
- Trumbull 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Shehu Asset Management, LLC? Update this listing.