DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SHANKLAND FINANCIAL ADVISORS, LLC

CRD 139562

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:c709ede2-05fe-c639-5cc7-b9c25a2bf0d9

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: May 24, 2024 to Aug 20, 2026
9 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $102MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $102M
Private client RAUM: $102MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 487
Individual clients: 431
High net worth clients: 55
SEC number: 801-130545
CRD: 139562
Filings on the tape: 9
First filed: May 24, 2024
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, IL

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
DARYL BURNETT SHANKLAND	n/a	FLAT ROCK, NC	20	44	2	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
SHANKLAND, DARYL, BURNETT	MANAGING MEMBER/CCO	E	yes	01/2006	May 24, 2024	Sep 3, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	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
2025	Mar 12, 2026	$88.2M	$88.2M	2	1	0	n/a	n/a
2024	Mar 31, 2025	$118M	$118M	6	5	1	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	4

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	$102M	$118M	-13.9%	n/a	n/a	2	6	0	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
BROOKSTONE WEALTH ADVISORS, LLC	2	May 15, 2025	Jun 11, 2025	FLAT ROCK, NC	Team lift out	Other	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRATED FINANCIAL STRATEGIES, LLC	2	Sep 5, 2019	Sep 16, 2019	FORT LAUDERDALE, FL	Team lift out	RIA to RIA	40.0%

Relationships

Registered with (7)

← DARYL BURNETT SHANKLANDAdvisorregistration: current employment
Mar 3, 2006 to presentfactForm ADV
← Paul Brian MayesAdvisorregistration: previous registration
Jan 4, 2021 to Aug 13, 2025factForm ADV
← James Harvey BeattyAdvisorregistration: previous registration
Feb 20, 2024 to Jun 13, 2025factForm ADV
← Rebecca BeattyAdvisorregistration: previous registration
Feb 24, 2023 to May 23, 2025factForm ADV
← John Alden BurnettAdvisorregistration: previous registration
May 8, 2023 to May 15, 2025factForm ADV
← ERIC ROGERS GADDYAdvisorregistration: previous registration
Sep 16, 2019 to Apr 15, 2021factForm ADV
← DEBRA JEANNE CARMODYAdvisorregistration: previous registration
Sep 13, 2019 to Sep 24, 2020factForm ADV

Controls (1)

← SHANKLAND, DARYL, BURNETTOwnerMANAGING MEMBER/CCO, ownership code E, individual
May 24, 2024 to Sep 3, 2024factForm ADV

Moved with (1)

← INTEGRATED FINANCIAL STRATEGIES, LLCRegistered adviser2 advisors, team lift out, same day
Sep 5, 2019 to Sep 16, 2019factForm ADV

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
Paul Brian Mayes left Shankland Financial Advisors, Llc for Veritas Investment Advisory Group Llc (registered 2025-08-05)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2025
Advisor changed firm
James Harvey Beatty left Shankland Financial Advisors, Llc for Brookstone Wealth Advisors, Llc (registered 2025-07-14)
Form ADVobserved 5 days ago
Occurred
May 23, 2025
Advisor changed firm
Rebecca Beatty left Shankland Financial Advisors, Llc for Brookstone Wealth Advisors, Llc (registered 2025-06-11)
Form ADVobserved 5 days ago
Occurred
May 15, 2025
Team lift-out
2 advisors left Shankland Financial Advisors, LLC (Flat Rock, NC) for Brookstone Wealth Advisors, LLC within 8 days
Form ADVobserved 4 days ago
2 advisors
Occurred
May 15, 2025
Advisor changed firm
John Alden Burnett left Shankland Financial Advisors, Llc for Brookstone Wealth Advisors, Llc (registered 2025-05-21)
Form ADVobserved 5 days ago
Occurred
May 24, 2024
First Form ADV filing
Shankland Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c709ede2-05fe-c639-5cc7-b9c25a2bf0d9
First observed: May 24, 2024
Last observed: Aug 20, 2026 31 days 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.

SHANKLAND FINANCIAL ADVISORS, LLC

CRD 139562

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:c709ede2-05fe-c639-5cc7-b9c25a2bf0d9

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DARYL BURNETT SHANKLAND

n/a

FLAT ROCK, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHANKLAND, DARYL, BURNETT

MANAGING MEMBER/CCO

yes

01/2006

May 24, 2024

Sep 3, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$88.2M

n/a

2024

Mar 31, 2025

$118M

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

$102M

$118M

-13.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROOKSTONE WEALTH ADVISORS, LLC

May 15, 2025

Jun 11, 2025

FLAT ROCK, NC

Team lift out

Other

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRATED FINANCIAL STRATEGIES, LLC

Sep 5, 2019

Sep 16, 2019

FORT LAUDERDALE, FL

Team lift out

RIA to RIA

40.0%