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Sheard & Davey Advisors LLC (Southern Pines)


Sheard & Davey Advisors LLC is an internet adviser based in Southern Pines. It manages $17.03 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001.

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Sheard & Davey Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sheard & Davey Advisors: assets under management

The assets under management (AUM) of Sheard & Davey Advisors LLC is $17.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sheard & Davey Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southern Pines

The principal office where Sheard & Davey Advisors LLC performs its advisory services is located at 24 Mcnish Road, Southern Pines, NC 28387, which is also the mailing address of the firm. An additional office of the firm is in Neptune Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 910-692-4835 or by fax 910-692-8077. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at sheard-davey.com.


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