# Chris Hemmelgarn

> Chris Hemmelgarn is a fee-only financial advisor at Shaker Investments in Beachwood, Ohio. Shaker Investments reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chris-hemmelgarn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Shaker Investments
- **Based in:** Beachwood, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $258.8M across 283 accounts
- **CRD:** 5414204 (https://adviserinfo.sec.gov/individual/summary/5414204)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2012)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakerinvest.com

## Frequently asked questions

### Is Chris Hemmelgarn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chris 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 Chris charge for financial advice?

Chris's firm, Shaker Investments, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Chris Hemmelgarn based?

Chris Hemmelgarn is based in Beachwood, Ohio.

### Is Chris Hemmelgarn registered with the SEC?

Yes. Chris Hemmelgarn is registered as an investment adviser representative in OH (CRD 5414204), 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 Chris Hemmelgarn?

Through Chris's website, www.shakerinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5414204): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.