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- Custodian
- Folio Investments · Goldman Sachs · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-2005
- Office Locations
- 1
Office Locations
About Shell Capital Management, LLC
Shell Capital Management, LLC is an SEC-registered RIA founded by Mike Shell (2004) and manager of the Asymmetry Managed Portfolios. The firm runs unconstrained tactical strategies with active risk management and directional trend systems across a global opportunity set, primarily using exchange-traded securities/ETFs. Serves both retail and institutional investors seeking adaptive portfolio management.
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Owner & Executives
MICHAEL WAYNE SHELL
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3226444
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTI LYNN SHELL
Financial Advisor, General Partner
- CRD
- #6065745
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,050,150 | $726,886 |
| Non-Discretionary | $0 | -- |
| Total | $23,050,150 | $726,886 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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