# Shareks Stock Portfolios

> Shareks Stock Portfolios is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 144822
- Filed as: SHAREKS STOCK PORTFOLIOS
- Legal name: Shareks, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144822
- AdvisorCensus page: https://advisorcensus.com/firm/shareks-stock-portfolios-144822

## Quick answers

**How is Shareks Stock Portfolios compensated?**
On its Form ADV (Item 5.E, October 2026), Shareks Stock Portfolios reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Shareks Stock Portfolios registered with the SEC or a state?**
Shareks Stock Portfolios is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 144822.

**How much does Shareks Stock Portfolios manage?**
Shareks Stock Portfolios reports $13,449,303 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Shareks Stock Portfolios serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Shareks Stock Portfolios 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/144822

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $13,449,303
- Discretionary: $13,449,303
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $6,086,616 |
| High net worth individuals | Fewer than 5 | $7,362,687 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MS, NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schoolofhardstocks.com
- shareks.com
- Facebook @SCHOOLOFHARDSTOCKS
- Facebook @SHAREKSLLC
- Instagram @schoolofhardstocks
- LinkedIn @9253806
- X @GROWTHSTOCKGUY
- X @SCHOOLHARDSTOCK

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shareks Stock Portfolios (CRD 144822): Form ADV filing data as of October 2026.