A complete list of active advisors currently associated with Shilla Advisory LLC

Warmer can help you find a great advisor at Shilla Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Shilla Advisory 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.