Shamrock Capital Advisors, LLC
Los Angeles, CA·SEC-registered · CRD #153100
Shamrock Capital Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA managing $6.7B across 25 client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.7B
Client accounts
25
Advisory staff
45
Fee model
Fee-only
How Shamrock Capital Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Shamrock Capital Advisors, LLC
How much does Shamrock Capital Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/03/2026), Shamrock Capital Advisors, LLC reports $6.7B in regulatory assets under management across roughly 25 client accounts.
How does Shamrock Capital Advisors, LLC charge?
Shamrock Capital Advisors, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Shamrock Capital Advisors, LLC a fiduciary?
Yes. Shamrock Capital Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #153100), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Shamrock Capital Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Shamrock Capital Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Shamrock Capital Advisors, LLC's public SEC Form ADV filing (CRD #153100, filed 06/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Shamrock Capital Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Shamrock Capital Advisors, LLC? Claim this profile.