Shdr Investment Advisers, Inc. (Greenville)

Shdr Investment Advisers, Inc. is a large advisory firm based in Greenville. It manages $1.54 billion of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Delaware, District of Columbia, and 13 other states.

Shdr Investment Advisers provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shdr Investment Advisers: assets under management

The assets under management (AUM) of Shdr Investment Advisers, Inc. is $1.54 billion. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $341.2 million in discretionary accounts and $1.2 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.13 million.

Shdr Investment Advisers has custody of $1.07 billion in cash and securities for 112 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shdr Investment Advisers, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Shdr Investment Advisers, Inc.

Julian Grice Hunt has been acting as President since 1 Feb 1998. William Henley Shawcross joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
M Bruce Malone	Chief operating officer & secretary	1 Aug 1997	Other	1084417
Melvin Bruce Malone	Sr vp, cco & director	1 Aug 1997	Other	1084417
Julian Grice Hunt	President	1 Feb 1998	Other	1771575
Bb&T Corporation	N/a	1 Jul 2002	75% - 100%	56-0939887
Phillip Michael Floyd	Director	1 Jul 2002	Other	2756018
Raymond Kirkman Mcculloch	Director	1 Jul 2002	Other	4374200
Linda Darlene Williams	Treasurer	1 Jul 2002	Other	4567809
Patricia Balentine	Senior vice president	1 Jul 2002	Other	6157995
Peter Jon Vanderfleet	Senior vice president & director	1 Oct 2003	Other	848493
Phillip Michael Floyd	President & vice chairman	1 Dec 2005	Other	2756018
Jonas Fredric Mullins	President, chief compliance officer & director	1 Aug 2006	Other	4732194
William Henley Shawcross	Senior vice-president	1 Jan 2013	Other	4569262
John Francis Shope	Senoir vice president	1 Jan 2013	Other	2778557
Christopher A. Jones	President	1 Jan 2013	Other	6157997

Based in Greenville

The principal office where Shdr Investment Advisers, Inc. performs its advisory services is located at 3 Independence Pointe, Suite 102, Greenville, SC 29615 4543, which is also the mailing address of the firm. An additional office of the firm is in Greensboro, NC. It doesn’t run an office outside of the United States.