Brandon Hemmelgarn
Shaker Investments · Arlington, Virginia
Brandon Hemmelgarn is a fee-only financial advisor at Shaker Investments in Arlington, Virginia. Shaker Investments reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Shaker Investments |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $258.8M across 283 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5678019 |
| Exams passed | Series 65 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakerinvest.com |
How Brandon's firm compares
- Shaker Investments's average account is about $914,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Brandon
Is Brandon Hemmelgarn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Shaker Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Shaker Investments, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Brandon Hemmelgarn based?
Brandon Hemmelgarn is based in Arlington, Virginia.
Is Brandon Hemmelgarn registered with the SEC?
Yes. Brandon Hemmelgarn is registered as an investment adviser representative in OH (CRD 5678019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shaker Investments manage?
Shaker Investments reports $258.8M across 283 accounts in assets under management.
How do I contact Brandon Hemmelgarn?
Through Brandon's website, www.shakerinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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