A complete list of active advisors currently associated with Shadowridge Asset Management, LLC

Warmer can help you find a great advisor at Shadowridge Asset Management, LLC or one who fits your needs even better.

Shadowridge Asset Management, LLC provides fee-based investment advisory services primarily to individual clients (including high net worth individuals) and to retirement-plan clients, offering discretionary portfolio management alongside fixed-fee financial planning and standalone consulting. The firm routinely manages client accounts on a discretionary basis and accepts client‑imposed investment restrictions and exclusions. Shadowridge’s investment program uses a mix of fundamental, technical, and cyclical analysis and employs mutual funds, exchange-traded funds, and, when appropriate, leveraged, inverse, and enhanced strategies as well as exchange-traded notes. The firm may engage sub‑advisors, participates in SEI-managed account and mutual fund model programs, treats cash as an asset class, and states it uses AI tools under an AI policy with human review of AI-generated output. What distinguishes Shadowridge from many peers is its involvement with affiliated alternative-commodity and private-fund activities: the firm discloses an affiliation with a registered commodity pool operator and sponsors an affiliated private fund (Shadowridge Apex Fund, LP), arrangements the brochure identifies as potential conflicts of interest. The firm also discloses that it may enter written solicitor/referral arrangements and compensate solicitors out of advisory fees and that certain associated persons are licensed insurance agents; these relationships and the firm’s code-of-ethics and conflict-disclosure procedures are described in the brochure and apply to client recommendations.

To learn more about the advisors currently working at Shadowridge Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.