AdvisorCensus / Financial advisors / Florida / Orlando / Shariaportfolio, Inc.
Shariaportfolio, Inc. is an SEC-registered investment advisory firm in Lake Mary, FL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.
Quick answers
From the filingHow is Shariaportfolio, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Shariaportfolio, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Shariaportfolio, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated April 10, 2026 states: Asset-based fee: 1.2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Shariaportfolio, Inc. located?
Shariaportfolio, Inc.'s principal office is in Lake Mary, FL, according to its Form ADV.
Is Shariaportfolio, Inc. registered with the SEC or a state?
Shariaportfolio, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173937.
How much does Shariaportfolio, Inc. manage?
Shariaportfolio, Inc. reports $3,009,877,222 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (99% discretionary).
How have Shariaportfolio, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Shariaportfolio, Inc.: Regulatory assets under management: $187,260,638 in the October 2021 data and $3,009,877,222 in the October 2026 data, up 1507%. Total employees: 12 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Shariaportfolio, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (796); high net worth individuals (71); charitable organizations (41).
Which custodians does Shariaportfolio, Inc. use?
Shariaportfolio, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bitgo Financial Services, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Shariaportfolio, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173937
Does Shariaportfolio, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated April 10, 2026 says: "The minimum investment for an Investor is One-Hundred Thousand Dollars ($100,000.00), provided, however, that the Manager reserves the right to accept investments of lesser amounts in its sole discretion."
What changed in Shariaportfolio, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $260,863,548 to $3,009,877,222 (+1054%). Employees performing advisory functions went from 7 to 9. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.2% of assets a year
The brochure's wording
The Fund will pay to the Manager an annual management fee equal to 1.20% of assets of the Fund, payable monthly in arrears from the Capital Account of each Investor.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment for an Investor is One-Hundred Thousand Dollars ($100,000.00), provided, however, that the Manager reserves the right to accept investments of lesser amounts in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated April 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,009,877,222 as of October 2026, filing dated April 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 21. Performing investment advisory functions: 9.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,009,877,222 | 21 | April 10, 2026 |
| October 2025 | $260,863,548 | 17 | March 14, 2025 |
| October 2024 | $832,278,299 | 11 | March 28, 2024 |
| October 2023 | $447,103,420 | 11 | April 12, 2023 |
| October 2022 | $355,869,568 | 11 | June 2, 2022 |
| October 2021 | $187,260,638 | 12 | April 21, 2021 |
Regulatory assets under management: $187,260,638 in the October 2021 data and $3,009,877,222 in the October 2026 data, up 1507%.
Total employees: 12 in October 2021 and 21 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $260,863,548 to $3,009,877,222 (+1054%).
- Employees performing advisory functions went from 7 to 9.
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Registered or notice-filed in CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI.
- January 2026
- No longer registered or notice-filed in CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, TX, VA, WA, WI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Shariaportfolio, Inc. (CRD 173937): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937