{
  "crd_number": 173937,
  "slug": "shariaportfolio-inc-lake-mary-fl-173937",
  "primary_business_name": "SHARIAPORTFOLIO, INC.",
  "legal_name": "SHARIAPORTFOLIO, INC.",
  "dbas": [],
  "city": "Lake Mary",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-12-16",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 3009877222.0,
  "raum_discretionary": 2993961239.0,
  "raum_non_discretionary": 15915983.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7468761.0,
      "count": 41
    },
    "individuals": {
      "raum": 132178385.0,
      "count": 796
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 2716689752.0,
      "count": 11
    },
    "pension_profit_sharing": {
      "raum": 8280720.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 142582921.0,
      "count": 71
    },
    "pooled_investment_vehicles": {
      "raum": 2676683.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/SHARIAPORTFOLIO",
    "https://instagram.com/shariaportfolio",
    "https://linkedin.com/COMPANY/SHARIAPORTFOLIO",
    "https://shariaportfolio.com",
    "https://x.com/SHARIAPORTFOLIO",
    "https://youtube.com/channel/UCMW-5k8jz3s_SAGhfYlovfg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173937",
  "city_as_filed": "LAKE MARY",
  "url": "https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937",
  "display_name": "Shariaportfolio, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Shariaportfolio, Inc. (CRD 173937): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Shariaportfolio, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Shariaportfolio, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Shariaportfolio, Inc. located?",
      "a": "Shariaportfolio, Inc.'s principal office is in Lake Mary, FL, according to its Form ADV."
    },
    {
      "q": "Is Shariaportfolio, Inc. registered with the SEC or a state?",
      "a": "Shariaportfolio, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173937."
    },
    {
      "q": "How much does Shariaportfolio, Inc. manage?",
      "a": "Shariaportfolio, Inc. reports $3,009,877,222 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (99% discretionary)."
    },
    {
      "q": "How have Shariaportfolio, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Shariaportfolio, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Shariaportfolio, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Shariaportfolio, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Shariaportfolio, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Shariaportfolio, Inc.'s recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 187260638.0,
      "total_employees": 12,
      "filing_date": "2021-04-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 355869568.0,
      "total_employees": 11,
      "filing_date": "2022-06-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 447103420.0,
      "total_employees": 11,
      "filing_date": "2023-04-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 832278299.0,
      "total_employees": 11,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 260863548.0,
      "total_employees": 17,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3009877222.0,
      "total_employees": 21,
      "filing_date": "2026-04-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.2% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.2
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bitgo Financial Services, Inc.",
      "name_as_filed": "BITGO FINANCIAL SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 796,
      "fewer_than_5": false,
      "raum": 132178385.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 71,
      "fewer_than_5": false,
      "raum": 142582921.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 11,
      "fewer_than_5": false,
      "raum": 2716689752.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2676683.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 8280720.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 41,
      "fewer_than_5": false,
      "raum": 7468761.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173937",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}