# Shores Edge Financial LLC

> Shores Edge Financial LLC is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 313320
- Filed as: SHORES EDGE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313320
- AdvisorCensus page: https://advisorcensus.com/firm/shores-edge-financial-llc-313320

## Quick answers

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

**Is Shores Edge Financial LLC registered with the SEC or a state?**
Shores Edge Financial LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313320.

**How much does Shores Edge Financial LLC manage?**
Shores Edge Financial LLC reports $27,030,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Shores Edge Financial LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (204); individuals (other than high net worth individuals) (7).

**Does Shores Edge Financial 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/313320

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,030,000
- Discretionary: $27,030,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,500,000 |
| Other investment advisers | 204 | $23,530,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- encorefa.com/team/andy-bell
- whitneywealthgroup.com/team/andy-bell
- LinkedIn @andybell2022

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shores Edge Financial LLC (CRD 313320): Form ADV filing data as of October 2026.