Sam Shehu
Shehu Asset Management · Southbury, Connecticut
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.
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Facts
| Firm | Shehu Asset Management |
|---|---|
| Based in | Southbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.4M across 15 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2486647 |
| Exams passed | Series 63 (2014) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Sam's firm compares
- Shehu Asset Management's average account is about $160,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Sam
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.
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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