Matthew Shaia
Brockenbrough · Richmond, Virginia
Matthew Shaia is a fee-only financial advisor at Brockenbrough in Richmond, Virginia. Matthew focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Brockenbrough |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.49B across 568 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5682510 |
| Exams passed | Series 66 (2010) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Matthew's firm compares
- Brockenbrough's average account is about $9.7 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about Matthew
Is Matthew Shaia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Brockenbrough reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Matthew Shaia based?
Matthew Shaia is based in Richmond, Virginia.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning, tax planning and family wealth transfer.
Is Matthew Shaia registered with the SEC?
Yes. Matthew Shaia is registered as an investment adviser representative in VA (CRD 5682510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brockenbrough manage?
Brockenbrough reports $5.49B across 568 accounts in assets under management.
How do I contact Matthew Shaia?
Through Matthew's website, thebespokestrategies.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
- Brockenbrough website : specialties, clients served, and fees, checked October 30, 2026
- 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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