SHEA, BRIAN MICHAEL
DBA: SHEA FINANCIAL ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $118.6M |
| Discretionary | $118.6M100% of AUM |
| Client Accounts | 215 |
| Avg Account Size | $552K |
| Employees | 2 |
| Peak AUM | $118.6MMar 2026 |
| AUM CAGR | +2.1% /yrover 1 yrs · 2 filings |
AUM by Client Type
Total AUM
$119M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | +1.8% | — | — | — |
| Discretionary AUM | $119M | +1.8% | |||
Key Metrics
| Total AUM | $118.6M |
| Discretionary | $118.6M |
| Employees | 2 |
| Client Accounts | 215 |
| Client Range | 26-50 |
Contact & Location
Phone
203-966-9651
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$119M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported