Shadowridge Asset Management, LLC
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About
Shadowridge Asset Management, LLC is a fee-only advisory firm that provides discretionary asset management, fixed-fee financial planning, and financial consulting to individuals (including high-net-worth clients), 403(b) and Texas ORP plans, trusts, estates, charitable organizations, businesses and other advisors. Services described in the brochure include portfolio management, SEI-managed account and mutual fund model programs, sub-advised separately managed accounts, and multi-tiered financial planning engagements with specified deliverables and checkup periods.
The firm’s investment process is discretionary and customized to client objectives and risk tolerances, employing fundamental, technical and cyclical analysis as appropriate and using mutual funds, ETFs (including leveraged and inverse products), options and cash management as components of portfolios. Shadowridge may hire sub‑advisors, uses SEI’s Managed Account Solutions and model portfolios, treats cash as an asset class, conducts periodic account reviews, and discloses the controlled use of AI tools that are reviewed by staff rather than relied on as a substitute for professional judgment.
Shadowridge’s brochure highlights several features that differ from many peers: a managing member is affiliated with Shadowridge Capital, LLC, a registered commodity pool operator, and the firm is affiliated with a private investment vehicle (Shadowridge Apex Fund, LP) that it may recommend to qualified clients with separate offering documents and conflict disclosures. The firm also discloses that it may enter written referral/solicitor arrangements that involve compensation to introducers and will provide clients with the required disclosure documents, and it both acts as a sub‑advisor to other advisors and accepts sub‑advisory engagements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning: Focused Financial Goal - $995, Financial Planning & Organization - $1995, Advanced Financial Design - $2995.
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
Financial consulting services at a negotiable hourly rate of $200 per hour.
Fee-only: Fees based on assets under management, monthly or quarterly. Fixed fees for financial planning and hourly rates for consulting.
Main office
See office1001 S. Capital of Texas Highway, M 100
Austin TX 78746
Advisors at this office
5
Offices (2)
Most active in
Arizona · California · North Carolina · Ohio · 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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Advisors at this firm
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