A complete list of active advisors currently associated with Shelter Rock Management, LLC
Warmer can help you find a great advisor at Shelter Rock Management, LLC or one who fits your needs even better.
Shelter Rock Management provides discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and small businesses, and also serves as a sub‑adviser to other registered investment advisers. As of December 31, 2025 the firm managed approximately $232 million for roughly 134 clients across both discretionary and non‑discretionary accounts. The firm operates as a fee‑only adviser and emphasizes asset allocation and security selection across a range of managed account strategies, including fixed‑income‑focused (Strategic Income), mixed conservative allocations, multiple equity strategies, alternative‑tilted SMAs, and customized accounts. Investment decisions rely on fundamental analysis (with occasional technical inputs), the firm does not engage in frequent trading, and accounts are reviewed at least quarterly with clients receiving performance reported in dollars and percentages. Compared with many peers, Shelter Rock publicly advertises performance results and provides detailed performance reports to clients, a practice that is relatively uncommon among similar team advisers. The firm also combines traditional investment management with institutional‑type offerings — acting as an SMA sub‑adviser, providing 401(k) plan advisory services and engaging third‑party solicitors — and maintains differentiated minimums (for example, a $1 million minimum for its Strategic Income strategy).
To learn more about the advisors currently working at Shelter Rock 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.
You can also browse Shelter Rock Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Jericho, NY
| 16
| |
Jericho, NY
| 12
| |
Jericho, NY
| 4
| |
Jericho, NY
| 12
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")