# Bankshop, LLC

> Bankshop, LLC is a state-registered investment advisory firm in Miami, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 306387
- Filed as: BANKSHOP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306387
- AdvisorCensus page: https://advisorcensus.com/firm/bankshop-llc-miami-fl-306387

## Quick answers

**How is Bankshop, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bankshop, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Bankshop, LLC located?**
Bankshop, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Bankshop, LLC registered with the SEC or a state?**
Bankshop, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 306387.

**How much does Bankshop, LLC manage?**
Bankshop, LLC reports $71,507,276 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (0% discretionary).

**What types of clients does Bankshop, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (379); high net worth individuals (14).

**Does Bankshop, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306387

**What changed in Bankshop, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $62,131,690 to $71,507,276 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $71,507,276
- Discretionary: $0
- Non-discretionary: $71,507,276

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 379 | $36,450,493 |
| High net worth individuals | 14 | $35,056,783 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bankshop.com.br
- Facebook @InvestmentBankshop
- Instagram @ibankshop
- LinkedIn @ibankshop
- X @iBankshop

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $62,131,690 to $71,507,276 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bankshop, LLC (CRD 306387): Form ADV filing data as of October 2026.