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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SHILANSKI & ASSOCIATES, INC.

CRD 116431

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c1ca47b-6b39-d27f-367f-cdd2a140c044

Data as of May 30, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 14
On other graphs: 0
Observed: Mar 31, 2015 to May 30, 2025
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $420MItem 5.F on the latest filing (2025-05-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $392M
Private client RAUM: $420MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,030
Individual clients: 374
High net worth clients: 139
SEC number: 801-88195
CIK: 1722084
CRD: 116431
Filings on the tape: 23
First filed: Mar 31, 2015
Latest filed: May 30, 2025
Organised: Corporation, AK

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CULLEN, JAMES, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Mar 31, 2020	Apr 9, 2024
HOYT, EDWARD, PAUL	CHIEF INVESTMENT OFFICER	Na	yes	01/2023	Mar 13, 2024	Apr 9, 2024
SHILANSKI, FLOYD, LEE	Founder	C	yes	01/2023	Mar 31, 2015	Apr 9, 2024
COLE, CHARNELL, MARIE	CHIEF OPERATIONS OFFICER	Na	no	01/2023	Mar 27, 2023	Apr 9, 2024
SHILANSKI, JAMIE, CARLENE	CO-CEO	B	no	01/2023	Mar 31, 2015	Apr 9, 2024
SHILANSKI, MICAH, VINCENT	CO-CEO	B	no	01/2023	Mar 31, 2015	Apr 9, 2024
SHILANSKI, ROSA, CARLENE	Founder	C	no	01/2023	Mar 31, 2015	Apr 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BIG LAKE	Ak	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 17, 2025	$420M	$392M	16	6	3	n/a	n/a
2023	Mar 13, 2024	$387M	$340M	16	7	1	n/a	n/a
2022	Mar 27, 2023	$324M	$294M	16	7	1	n/a	n/a
2021	Feb 9, 2022	$313M	$313M	11	5	2	n/a	n/a
2020	Mar 26, 2021	$241M	$241M	11	5	2	n/a	n/a
2019	Mar 31, 2020	$210M	$210M	11	5	2	n/a	n/a
2018	Mar 30, 2019	$153M	$153M	11	5	2	n/a	n/a
2017	Mar 30, 2018	$150M	$150M	11	5	2	n/a	n/a
2016	Feb 27, 2017	$113M	$109M	5	3	n/a	n/a	n/a
2015	Mar 23, 2016	$95.1M	$88.8M	5	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	7	-7	n/a	0	0	0	1	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$420M	$387M	8.7%	$313M	10.3%	16	16	3	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CWM, LLC	5	Dec 31, 2025	Sep 24, 2025	ANCHORAGE, AK	Firm absorbed	RIA to ibd	71.4%

Relationships

Registered with (9)

← FLOYD LEE SHILANSKIAdvisorregistration: previous registration
Jan 18, 1990 to Dec 31, 2025factForm ADV
← JOHN JOSEPH RALEIGHAdvisorregistration: previous registration
May 30, 2017 to Dec 31, 2025factForm ADV
← EDWARD PAUL HOYTAdvisorregistration: previous registration
Oct 22, 2018 to Dec 31, 2025factForm ADV
← MICAH VINCENT SHILANSKIAdvisorregistration: previous registration
Jan 20, 2006 to Dec 31, 2025factForm ADV
← JAMIE CARLENE SHILANSKIAdvisorregistration: previous registration
Mar 10, 2015 to Dec 31, 2025factForm ADV
← Christian J Graddon-SakamotoAdvisorregistration: previous registration
Oct 22, 2020 to Dec 31, 2025factForm ADV
← Luke Daniel EberlyAdvisorregistration: previous registration
Aug 22, 2025 to Dec 31, 2025factForm ADV
← JAMES THOMAS FERRINAdvisorregistration: previous registration
Feb 1, 2023 to Sep 16, 2024factForm ADV
← Rhys Colby CooperAdvisorregistration: previous registration
Oct 3, 2023 to Apr 3, 2024factForm ADV

Moved with (1)

→ CWM, LLCRegistered adviser6 advisors, firm absorbed, same day
Dec 31, 2025 to Sep 24, 2025factForm ADV

Controls (3)

← SHILANSKI, FLOYD, LEEOwnerFOUNDER, ownership code C, individual
Mar 31, 2015 to Apr 9, 2024factForm ADV
← HOYT, EDWARD, PAULOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 13, 2024 to Apr 9, 2024factForm ADV
← CULLEN, JAMES, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2020 to Apr 9, 2024factForm ADV

Owns (4)

← SHILANSKI, ROSA, CARLENEOwnerFOUNDER, ownership code C, individual
Mar 31, 2015 to Apr 9, 2024factForm ADV
← COLE, CHARNELL, MARIEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 27, 2023 to Apr 9, 2024factForm ADV
← SHILANSKI, MICAH, VINCENTOwnerCO-CEO, ownership code B, individual
Mar 31, 2015 to Apr 9, 2024factForm ADV
← SHILANSKI, JAMIE, CARLENEOwnerCO-CEO, ownership code B, individual
Mar 31, 2015 to Apr 9, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Firm absorbed
Shilanski & Associates, Inc.'s advisors moved to Cwm, LLC (Anchorage, AK): 6 of 7 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Christian J Graddon-Sakamoto left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Luke Daniel Eberly left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Edward Paul Hoyt left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
John Joseph Raleigh left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Micah Vincent Shilanski left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Jamie Carlene Shilanski left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Floyd Lee Shilanski left Shilanski & Associates, Inc. for Cwm, Llc (registered 2025-09-24)
Form ADVobserved 5 days ago
Occurred
Sep 16, 2024
Advisor changed firm
James Thomas Ferrin left Shilanski & Associates, Inc. for Lpl Financial Llc (registered 2024-10-14)
Form ADVobserved 5 days ago
Occurred
Apr 3, 2024
Advisor changed firm
Rhys Colby Cooper left Shilanski & Associates, Inc. for Jarvis Financial (registered 2023-12-13)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2024
Control person joined
Paul Edward Hoyt (Chief Investment Officer) appeared on Schedule A of Shilanski & Associates, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 31, 2020
Control person joined
Michael James Cullen (Chief Compliance Officer) appeared on Schedule A of Shilanski & Associates, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 31, 2015
First Form ADV filing
Shilanski & Associates, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Shilanski & Associates, Inc. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $420.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c1ca47b-6b39-d27f-367f-cdd2a140c044
First observed: Mar 31, 2015
Last observed: May 30, 2025 15 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SHILANSKI & ASSOCIATES, INC.

CRD 116431

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c1ca47b-6b39-d27f-367f-cdd2a140c044

Data as of May 30, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CULLEN, JAMES, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 31, 2020

Apr 9, 2024

HOYT, EDWARD, PAUL

CHIEF INVESTMENT OFFICER

yes

01/2023

Mar 13, 2024

Apr 9, 2024

SHILANSKI, FLOYD, LEE

Founder

yes

01/2023

Mar 31, 2015

Apr 9, 2024

COLE, CHARNELL, MARIE

CHIEF OPERATIONS OFFICER

01/2023

Mar 27, 2023

Apr 9, 2024

SHILANSKI, JAMIE, CARLENE

CO-CEO

01/2023

Mar 31, 2015

Apr 9, 2024

SHILANSKI, MICAH, VINCENT

CO-CEO

01/2023

Mar 31, 2015

Apr 9, 2024

SHILANSKI, ROSA, CARLENE

Founder

01/2023

Mar 31, 2015

Apr 9, 2024

City

State

Country

Employees

Also broker-dealer

BIG LAKE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 17, 2025

$420M

$392M

n/a

2023

Mar 13, 2024

$387M

$340M

n/a

2022

Mar 27, 2023

$324M

$294M

n/a

2021

Feb 9, 2022

$313M

n/a

2020

Mar 26, 2021

$241M

n/a

2019

Mar 31, 2020

$210M

n/a

2018

Mar 30, 2019

$153M

n/a

2017

Mar 30, 2018

$150M

n/a

2016

Feb 27, 2017

$113M

$109M

n/a

2015

Mar 23, 2016

$95.1M

$88.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-7

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$420M

$387M

8.7%

$313M

10.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CWM, LLC

Dec 31, 2025

Sep 24, 2025

ANCHORAGE, AK

Firm absorbed

RIA to ibd

71.4%