| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Lawrence Whitney | Director; Chief Advancement Officer | Under 5% | 2024 |
| Daryl Burnett Shankland Control | Managing Member/Cco | Over 75% | 2006 |
Shankland Financial Advisors, LLC reports $97.7 million in regulatory assets under management on its Form ADV.
Shankland Financial Advisors, LLC reports 2 employees.
Shankland Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 217-494-0439 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $97.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $97.7M |