Sheavly Financial Group, Inc. is an adviser based in Virginia Beach. It manages $29.62 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Maryland, North Carolina, South Carolina, Texas, and Virginia.
Sheavly Financial Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advisory consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sheavly Financial Group, Inc. is $29.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sheavly Financial Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.
William Harold Sheavly has been acting as President since 1 Nov 2001. Karrie Ann Thomas joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sheavly Financial Group, Inc. performs its advisory services is located at 324 Southport Circle, Suite 103, Virginia Beach, VA 23452, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 757-340-7006 or by fax 757-340-8767. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sheavlyfinancial.com.