# Shri Advisors

> Shri Advisors is a state-registered investment advisory firm, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 16, 2026.

- CRD: 168207
- Filed as: SHRI ADVISORS
- Legal name: Shri Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168207
- AdvisorCensus page: https://advisorcensus.com/firm/shri-advisors-168207

## Quick answers

**How is Shri Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Shri Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Shri Advisors registered with the SEC or a state?**
Shri Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168207.

**How much does Shri Advisors manage?**
Shri Advisors reports $108,234,121 in regulatory assets under management in its Form ADV filing dated May 16, 2026 (86% discretionary).

**What types of clients does Shri Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (30).

**Does Shri Advisors 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/168207

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $108,234,121
- Discretionary: $93,561,195
- Non-discretionary: $14,672,926

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $43,153,865 |
| High net worth individuals | 30 | $65,080,256 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shriadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shri Advisors (CRD 168207): Form ADV filing data as of October 2026.