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| Keyboard |
| Shannon T Pitner and Company
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|---|---|
| CRD # | 311853 |
| SEC # | 801-120360 |
| CIK # | |
| AUM | 107.9 M (2026-03-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 321-724-1888 |
| Address | 410 N Miramar Avenue Indialantic, FL 32903 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 15.4 |
| (b) Individuals (high net worth individuals) | 31 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 107.9 |
| By Discretionary | ||
| Discretionary | 510 | 107.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 510 | 107.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.9 | |
| Total | 510 | 107.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peapod Lane Capital LLC
✚
|
NY | 108.2 M |
|
Panteles Advisors LLC
✚
|
TX | 108.2 M |
|
Laidlaw Wealth Management LLC
✚
|
NY | 108.1 M |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 107.9 M |
|
Forthright Capital Advisory LLC
✚
|
NV | 107.7 M |
|
Randall Financial Group LLC
✚
|
RI | 107.6 M |
|
Soulence Wealth Management II LLC
✚
|
UT | 107.5 M |
|
Sherpa Capital Management LLC
✚
|
107.5 M | |
|
Idle Hill Advisors LLC
✚
|
SC | 107.5 M |
|
Meschel Wealth Management LLC
✚
|
107.5 M |