Robert Shuman
Encore Investment Advisors · North Attleborough, Massachusetts
Robert Shuman is a fee-only financial advisor at Encore Investment Advisors in North Attleborough, Massachusetts, who holds the CFA credential. Encore Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Encore Investment Advisors |
|---|---|
| Based in | North Attleborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.1M across 82 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 7351919 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Encore Investment Advisors's average account is about $513,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about Robert
Is Robert Shuman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Encore Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Encore Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Shuman based?
Robert Shuman is based in North Attleborough, Massachusetts.
What credentials does Robert Shuman hold?
Robert Shuman holds the CFA credential.
Is Robert Shuman registered with the SEC?
Yes. Robert Shuman is registered as an investment adviser representative in MA and TX (CRD 7351919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Encore Investment Advisors manage?
Encore Investment Advisors reports $42.1M across 82 accounts in assets under management.
How do I contact Robert Shuman?
Contact details aren't on file yet. Search for Encore Investment Advisors.
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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