$429.5M Total AUM
$429.5M Disc. AUM
-- 3Y CAGR
5 Employees
169 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-1999
- Office Locations
- 1
Office Locations
4015 Hillsboro Pike, Suite 203 Nashville TN
About Shayne & Jacobs, LLC
Shayne & Jacobs, LLC is a Nashville, TN registered investment adviser serving retail and institutional clients with financial planning and portfolio construction. Portfolios emphasize risk management, with heavy use of ETFs alongside fixed income including U.S. government/agency bonds, and selective mutual funds. Custodies client assets with Charles Schwab.
Team overview
52 AVG AGE
$107.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
12.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM EDWARD JACOBS
Chief Compliance Officer, Partner, President
- CRD
- #2070775
- Ownership
- 75% or more
Available
Available
Available
T
THOMAS WINN CHAPMAN
Secretary
- CRD
- #4781686
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,492,868 | $1,859,276 |
| Non-Discretionary | $0 | -- |
| Total | $429,492,868 | $1,859,276 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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