Shadowridge Asset Management, LLC

Shadowridge Asset Management, LLC (CRD# 162066) is a financial advisory firm headquartered in Austin, TX. They manage $108,453,326 in 905 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746
https://twitter.com/shadowridgeam
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $119,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OH, TX, UT

Financial Advisors at Shadowridge Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David Featherston, financial advisor Austin TX
David H. Featherston
CRD#: 6171230
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746

David Featherston (CRD# 6171230) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 11 years of experience in the finance industry.

2
William Hepburn, financial advisor Austin TX
William T. Hepburn
CRD#: 1444970
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746

William Hepburn (CRD# 1444970) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 37 years of experience in the finance industry.

3
Ralph Lebkuecher, financial advisor Austin TX
Ralph P. Lebkuecher
CRD#: 2298893
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746

Ralph Lebkuecher (CRD# 2298893) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 31 years of experience in the finance industry.

4
Laura Redfern, financial advisor Austin TX
Laura F. Redfern
CRD#: 5190884
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746

Laura Redfern (CRD# 5190884) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 16 years of experience in the finance industry.

5
Christine Ely, financial advisor Austin TX
Christine D. Ely
CRD#: 7379080
1001 S. Capital Of Texas Highway, M-100, Austin, TX 78746

Christine Ely (CRD# 7379080) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals