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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SHAYNE & JACOBS, LLC

CRD 109423

NASHVILLE, TN

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:4d663c10-9caf-0a87-9993-e13d5a80932f

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2026
27 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: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $429MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $429M
Private client RAUM: $385MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $215Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 231
Individual clients: 23
High net worth clients: 137
Custody, client assets: $62.8M
SEC number: 801-56424
CIK: 1484085
CRD: 109423
Filings on the tape: 27
First filed: Mar 30, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TN
Website: shayneandjacobs.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM EDWARD JACOBS	Certified Financial Planner\|Chartered Financial Analyst	NASHVILLE, TN	3	36	3	no
THOMAS WINN CHAPMAN	n/a	NASHVILLE, TN	1	31	n/a	no

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
CHAPMAN, THOMAS, WINN	Secretary	Na	yes	01/2005	Mar 30, 2012	Jun 17, 2024
JACOBS, WILLIAM, EDWARD	CO-PRESIDENT	D	yes	08/2023	Aug 15, 2023	Jun 17, 2024
SHAYNE, JONATHAN, ALLEN	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	09/1994	Mar 30, 2012	Jun 17, 2024

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
2025	Mar 27, 2026	$429M	$429M	5	4	0	n/a	n/a
2024	Mar 25, 2025	$562M	$562M	5	4	0	n/a	n/a
2023	Mar 28, 2024	$483M	$483M	5	3	0	n/a	n/a
2022	Mar 29, 2023	$334M	$334M	3	2	0	n/a	n/a
2021	Mar 30, 2022	$334M	$334M	3	2	0	n/a	n/a
2020	Mar 29, 2021	$298M	$298M	3	2	0	n/a	n/a
2019	Mar 30, 2020	$304M	$304M	3	2	0	n/a	n/a
2018	Mar 29, 2019	$258M	$258M	3	2	0	n/a	n/a
2017	Mar 29, 2018	$261M	$261M	3	2	0	n/a	n/a
2016	Mar 31, 2017	$251M	$251M	3	2	n/a	n/a	n/a
2015	Mar 30, 2016	$212M	$212M	3	2	n/a	n/a	n/a
2014	Mar 31, 2015	$221M	$221M	3	2	n/a	n/a	n/a
2013	Mar 31, 2014	$210M	$210M	3	2	n/a	n/a	n/a
2012	Apr 1, 2013	$186M	$186M	3	2	n/a	n/a	n/a
2011	Mar 30, 2012	$171M	$171M	n/a	n/a	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	0	0	0.0%	0	0	0	0	0

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
2025	$429M	$562M	-23.6%	$334M	8.7%	5	5	0	0

Relationships

Registered with (2)

← THOMAS WINN CHAPMANAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← WILLIAM EDWARD JACOBSAdvisorregistration: current employment
Sep 11, 2023 to presentfactForm ADV

Controls (3)

← SHAYNE, JONATHAN, ALLENOwnerCO-PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to Jun 17, 2024factForm ADV
← JACOBS, WILLIAM, EDWARDOwnerCO-PRESIDENT, ownership code D, individual
Aug 15, 2023 to Jun 17, 2024factForm ADV
← CHAPMAN, THOMAS, WINNOwnerSECRETARY, ownership code NA, individual
Mar 30, 2012 to Jun 17, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Shayne & Jacobs, Llc reported RAUM $483.0M, up 45% from $334.3M (2023-08-31 to 2024-03-28)
Form ADVobserved 4 days ago
$149M
Occurred
Aug 15, 2023
Control person joined
Edward William Jacobs (Co-President) appeared on Schedule A of Shayne & Jacobs, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d663c10-9caf-0a87-9993-e13d5a80932f
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 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.

SHAYNE & JACOBS, LLC

CRD 109423

NASHVILLE, TN

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:4d663c10-9caf-0a87-9993-e13d5a80932f

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM EDWARD JACOBS

Certified Financial Planner|Chartered Financial Analyst

NASHVILLE, TN

THOMAS WINN CHAPMAN

n/a

NASHVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHAPMAN, THOMAS, WINN

Secretary

yes

01/2005

Mar 30, 2012

Jun 17, 2024

JACOBS, WILLIAM, EDWARD

CO-PRESIDENT

yes

08/2023

Aug 15, 2023

Jun 17, 2024

SHAYNE, JONATHAN, ALLEN

CO-PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

09/1994

Mar 30, 2012

Jun 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$429M

n/a

2024

Mar 25, 2025

$562M

n/a

2023

Mar 28, 2024

$483M

n/a

2022

Mar 29, 2023

$334M

n/a

2021

Mar 30, 2022

$334M

n/a

2020

Mar 29, 2021

$298M

n/a

2019

Mar 30, 2020

$304M

n/a

2018

Mar 29, 2019

$258M

n/a

2017

Mar 29, 2018

$261M

n/a

2016

Mar 31, 2017

$251M

n/a

2015

Mar 30, 2016

$212M

n/a

2014

Mar 31, 2015

$221M

n/a

2013

Mar 31, 2014

$210M

n/a

2012

Apr 1, 2013

$186M

n/a

2011

Mar 30, 2012

$171M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$429M

$562M

-23.6%

$334M

8.7%