# Edward Hemmelgarn

> Edward 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/edward-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:** 2736581 (https://adviserinfo.sec.gov/individual/summary/2736581)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakerinvest.com

## Frequently asked questions

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

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

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

### Where is Edward Hemmelgarn based?

Edward Hemmelgarn is based in Beachwood, Ohio.

### Is Edward Hemmelgarn registered with the SEC?

Yes. Edward Hemmelgarn is registered as an investment adviser representative in OH (CRD 2736581), 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 Edward Hemmelgarn?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2736581): 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.