Shore Capital Partners
Chicago, IL·SEC-registered · CRD #166745
Shore Capital Partners is an SEC-registered investment advisory firm in Chicago, IL managing $9.3B across 47 client accounts, with 62 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.3B
Client accounts
47
Advisory staff
62
Fee model
Fee-only
How Shore Capital Partners 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 Shore Capital Partners
How much does Shore Capital Partners manage?
Per its most recent SEC Form ADV filing (03/31/2026), Shore Capital Partners reports $9.3B in regulatory assets under management across roughly 47 client accounts.
How does Shore Capital Partners charge?
Shore Capital Partners 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 Shore Capital Partners a fiduciary?
Yes. Shore Capital Partners is registered with the U.S. Securities and Exchange Commission (CRD #166745), 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 Shore Capital Partners 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 Shore Capital Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Shore Capital Partners's public SEC Form ADV filing (CRD #166745, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Shore Capital Partners. 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 Shore Capital Partners? Claim this profile.