# Sam Shehu

> Sam Shehu is a fee-only financial advisor at Shehu Asset Management in Southbury, Connecticut. Shehu Asset Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Shehu Asset Management
- **Based in:** Southbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.4M across 15 accounts
- **CRD:** 2486647 (https://adviserinfo.sec.gov/individual/summary/2486647)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2014), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Sam Shehu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Shehu Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sam charge for financial advice?

Sam's firm, Shehu Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Sam Shehu based?

Sam Shehu is based in Southbury, Connecticut.

### Is Sam Shehu registered with the SEC?

Yes. Sam Shehu is registered as an investment adviser representative in CT (CRD 2486647), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Shehu Asset Management manage?

Shehu Asset Management reports $2.4M across 15 accounts in assets under management.

### How do I contact Sam Shehu?

Contact details aren't on file yet. Search for Shehu Asset Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2486647): 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.