Shell Capital Management, LLC

Christi Shell is a Series 65-credentialed advisor with 13 years of industry experience, currently serving at Shell Capital Management LLC since 2011. She is based in Knoxville, TN, and works at a firm with a total of two advisors. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts through separately managed accounts. The firm employs quantitative, rules-based investment strategies focused on directional price trends and active risk management, and it operates both as a wrap-fee sponsor and a model manager on the Goldman Sachs Model Manager Exchange.

Jonathon Lovingood is a financial advisor at Shell Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic appointments at the University of Georgia and the University of North Georgia. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts using quantitative, rules-based investment strategies focused on directional price trends and active risk management. The firm operates both as a wrap-fee sponsor and a model manager, offering customization tools and serving clients with formal account minimums.

Michael Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Shell Capital Management since 2004. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts through separately managed accounts. The firm uses quantitative, rules-based investment systems focused on directional price trends and active risk management, serving clients primarily through its ASYMMETRY Investment Program and as a model manager for other advisers.