$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 04-13-2022
- Office Locations
- 1
Office Locations
-- Commack NY
About First Shelbourne
First Shelbourne LLC is a New York-registered RIA providing financial planning and discretionary portfolio management for retail clients, including entrepreneurs. The firm emphasizes asset allocation and active portfolio construction using ETFs and fixed income, with Schwab as its primary custodian.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$441.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Horizon wave Vertex element Oak atlas
Client Personas
Bridge Meridian beacon Ember eagle
CRM
Matrix optima
Custodian
Element Value fusion
Investment Themes
Alpha atlas Signal optima Radial alpha Wave pathway Meridian Delta vital
Investment Vehicles
Legacy
Services
Insight Radial Crest quantum Fusion zenith Pioneer unison Beacon Summit
Technology
Foundation fusion
Owner & Executives
C
Christopher James Wargas
Chief Compliance Officer, Managing Member, President
- CRD
- #7532265
- Ownership
- 75% or more
(537) 681-9940
quantum.summit@timbercapital.com
in linkedin.com/in/timber-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
Equity - Exchange:
9.8% Cash:
43.1% U.S. Government/Agency:
26.7% Corporate - Investment Grade:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $159,662,790 | 9.8% |
| Cash | $702,190,434 | 43.1% |
| U.S. Government/Agency | $434,999,643 | 26.7% |
| Corporate - Investment Grade | $332,359,278 | 20.4% |
| Total | $1,629,212,145 | 100.0% |