Shell Capital Management, LLC

Shell Capital Management, LLC (CRD# 136509) is a financial advisory firm headquartered in Knoxville, TN. They manage $25,210,450 in 19 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

200 Prosperity Rd, Knoxville, TN 37923

https://www.linkedin.com/company/shell-capital-management-llc

By the Numbers

Total Assets Under Management

25

MILLION
Total Number of Accounts

19

ACCOUNTS
Average Account Value

$1,326,866

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, TN, TX

Financial Advisors at Shell Capital Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Christi L. Shell

CRD#: 6065745

200 Prosperity Rd, Knoxville, TN 37923

Christi Shell (CRD# 6065745) is an Investment Advisor Representative working at Shell Capital Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.

Michael W. Shell

CRD#: 3226444

200 Prosperity Rd, Knoxville, TN 37923

Michael Shell (CRD# 3226444) is an Investment Advisor Representative working at Shell Capital Management, LLC in Knoxville, TN and has over 24 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.

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