Shariaportfolio, INC.
Lake Mary, FL·SEC-registered · CRD #173937
Shariaportfolio, INC. is an SEC-registered investment advisory firm in Lake Mary, FL managing $3.0B across 3.2k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
3.2k
Advisory staff
9
Fee model
Fee-only
How Shariaportfolio, INC. 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 Shariaportfolio, INC.
How much does Shariaportfolio, INC. manage?
Per its most recent SEC Form ADV filing (04/10/2026), Shariaportfolio, INC. reports $3.0B in regulatory assets under management across roughly 3.2k client accounts.
How does Shariaportfolio, INC. charge?
Shariaportfolio, INC. 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 Shariaportfolio, INC. a fiduciary?
Yes. Shariaportfolio, INC. is registered with the U.S. Securities and Exchange Commission (CRD #173937), 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 Shariaportfolio, INC. 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 Shariaportfolio, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lake Mary, FL
Profile compiled from Shariaportfolio, INC.'s public SEC Form ADV filing (CRD #173937, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Shariaportfolio, INC.. 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 Shariaportfolio, INC.? Claim this profile.