# SHA Advisory

> SHA Advisory is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2025.

- CRD: 330626
- Filed as: SHA ADVISORY
- Legal name: Steven Harry Altman
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: January 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330626
- AdvisorCensus page: https://advisorcensus.com/firm/sha-advisory-330626

## Quick answers

**How is SHA Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), SHA Advisory reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is SHA Advisory registered with the SEC or a state?**
SHA Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330626.

**How much does SHA Advisory manage?**
SHA Advisory reports $1,500,000 in regulatory assets under management in its Form ADV filing dated January 15, 2025 (100% discretionary).

**What types of clients does SHA Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does SHA Advisory 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/330626

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,500,000
- Discretionary: $1,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,500,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SHA Advisory (CRD 330626): Form ADV filing data as of October 2026.