Chris Hemmelgarn
Shaker Investments · Beachwood, Ohio
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.
Request an introduction to Chris →
Facts
| Firm | Shaker Investments |
|---|---|
| Based in | Beachwood, Ohio |
| 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 5414204 |
| Exams passed | Series 63 (2012) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakerinvest.com |
How Chris's firm compares
- Shaker Investments's average account is about $914,000, from its Form ADV (assets managed divided by 283 accounts).
Request an introduction to Chris
Tell Chris a little about what you're looking for. Chris isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chris
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.
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.
See something wrong? Request a correction. Read our methodology.