# Shulman Demeo Asset Management, LLC

> Shulman Demeo Asset Management, LLC is an SEC-registered investment advisory firm in Lake Success, NY, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 142897
- Filed as: SHULMAN DEMEO ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Success, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142897
- AdvisorCensus page: https://advisorcensus.com/firm/shulman-demeo-asset-management-llc-lake-success-ny-142897

## Quick answers

**How is Shulman Demeo Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shulman Demeo Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Shulman Demeo Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $5,000 to $50,000 (planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Shulman Demeo Asset Management, LLC located?**
Shulman Demeo Asset Management, LLC's principal office is in Lake Success, NY, according to its Form ADV.

**Is Shulman Demeo Asset Management, LLC registered with the SEC or a state?**
Shulman Demeo Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142897.

**How much does Shulman Demeo Asset Management, LLC manage?**
Shulman Demeo Asset Management, LLC reports $815,352,776 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (90% discretionary).

**How have Shulman Demeo Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shulman Demeo Asset Management, LLC: Regulatory assets under management: $582,070,450 in the October 2021 data and $815,352,776 in the October 2026 data, up 40%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shulman Demeo Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (176).

**Which custodians does Shulman Demeo Asset Management, LLC use?**
Shulman Demeo Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Shulman Demeo Asset Management, LLC 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/142897

**Does Shulman Demeo Asset Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Shulman DeMeo generally requires a minimum asset level of $2,000,000 per household or corporate entity for investment advisory services." "Shulman DeMeo, in its sole discretion, is able to reduce its investment management fee and/or reduce or waive its minimum asset requirement based upon certain criteria"

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Shulman DeMeo generally requires a minimum asset level of $2,000,000 per household or corporate entity for investment advisory services.

> Shulman DeMeo, in its sole discretion, is able to reduce its investment management fee and/or reduce or waive its minimum asset requirement based upon certain criteria

- Flat fee: $5,000 to $50,000 (planning and consulting fees)

> Shulman DeMeo’s planning and consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $815,352,776
- Discretionary: $731,440,606
- Non-discretionary: $83,912,170

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $57,405,149 |
| High net worth individuals | 176 | $757,947,627 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, FL, LA, NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [shulmandemeo.com](https://shulmandemeo.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $582,070,450 | 6 | April 5, 2021 |
| October 2022 | $667,565,064 | 5 | March 31, 2022 |
| October 2023 | $579,755,411 | 5 | March 9, 2023 |
| October 2024 | $678,593,489 | 5 | February 28, 2024 |
| October 2025 | $757,248,091 | 5 | March 12, 2025 |
| October 2026 | $815,352,776 | 6 | March 16, 2026 |

Regulatory assets under management: $582,070,450 in the October 2021 data and $815,352,776 in the October 2026 data, up 40%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shulman Demeo Asset Management, LLC (CRD 142897): Form ADV filing data as of October 2026.