Shilla Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shilla Advisory LLC is a registered investment adviser that provides portfolio management and comprehensive financial planning primarily to individuals, including high‑net‑worth clients. The firm charges asset‑based (percentage‑of‑AUM) advisory fees and also offers negotiated, fixed‑fee financial planning engagements.
The firm states it applies fundamental analysis and a long‑term trading approach, preparing an Investment Policy Statement for each client and typically seeking discretionary authority to implement strategies. Its stated investment toolkit includes mutual funds, ETFs, REITs, non‑U.S. securities, private placements and venture capital, and may include margin and options trading, which carry higher leverage and risk.
Notable features in the brochure include that the firm is newly formed and recently registered and reported no assets under management or active client accounts as of its filing, while already disclosing the use of higher‑risk instruments and leverage. The firm also does not aggregate or “block” trades across multiple client accounts, reports receiving no soft‑dollar benefits, and identifies a single designated reviewer responsible for ongoing account oversight.
Client services
Expertise
Fee options
Financial planning fees negotiated between $5,000 and $20,000
$0 - $1,000,000: 0.99% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - AND UP: 0.50%
Minimum fee: $7,000 per year, may be waived at discretion
Main office
11 Apex Dr., Ste. 300 A
Marlborough MA 01752
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Incap LLC · Shilla Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
Quick links
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