Shilla Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Shilla Advisory LLC is a registered investment adviser that provides portfolio management and comprehensive financial planning primarily to individuals, including high‑net‑worth clients. The firm charges asset‑based (percentage‑of‑AUM) advisory fees and also offers negotiated, fixed‑fee financial planning engagements.
The firm states it applies fundamental analysis and a long‑term trading approach, preparing an Investment Policy Statement for each client and typically seeking discretionary authority to implement strategies. Its stated investment toolkit includes mutual funds, ETFs, REITs, non‑U.S. securities, private placements and venture capital, and may include margin and options trading, which carry higher leverage and risk.
Notable features in the brochure include that the firm is newly formed and recently registered and reported no assets under management or active client accounts as of its filing, while already disclosing the use of higher‑risk instruments and leverage. The firm also does not aggregate or “block” trades across multiple client accounts, reports receiving no soft‑dollar benefits, and identifies a single designated reviewer responsible for ongoing account oversight.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
Financial planning fees negotiated between $5,000 and $20,000
$0 - $1,000,000: 0.99% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - AND UP: 0.50%
Minimum fee: $7,000 per year, may be waived at discretion
Main office location
Shilla Advisory LLC
11 Apex Dr., Ste. 300 A
Marlborough MA 01752, United States
Number of offices
1
Most active in
Shilla Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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