Saber and Shield Wealth Management, L.L.C
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Saber and Shield Wealth Management, L.L.C. provides ongoing discretionary and non‑discretionary portfolio management to individuals, families, trusts, estates, pension and profit‑sharing plans, and small businesses. The firm manages accounts directly and also oversees outside managers, handling model selection, implementation, and ongoing monitoring on behalf of clients.
The firm’s investment approach aligns with modern portfolio theory, aiming to reduce risk and volatility through globally diversified portfolios while using fundamental security analysis and market trend/economic cycle analysis. Portfolios are primarily implemented with mutual funds, ETFs, and individual stocks, and the firm may employ long‑ and short‑term purchases, trading, margin and options as appropriate; the brochure reports all AUM managed on a discretionary basis as of 3/27/2026.
Distinctively, the firm is affiliated with an insurance agency and has insurance‑licensed principals who may recommend insurance products that generate customary commissions, a potential conflict of interest (clients are not required to purchase those products). As a small, state‑registered adviser with a two‑person team overseeing roughly $74 million in AUM across about 161 clients, the firm also leverages institutional custodial services and outside‑manager arrangements to access a wider range of investment products and operational support.
Client services
Expertise
Fee options
Up to 1.5% annually, negotiable based on individual engagement
Main office
19365 Fm 2252, Suite 3
Garden Ridge TX 78266
Advisors at this office
2
Most active in
Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Simon S
Series 65
Garden Ridge, TX
Saber and Shield Wealth Management, L.L.C
Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.
Shelby S
Series 65
Garden Ridge, TX
Saber and Shield Wealth Management, L.L.C
Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.
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