# Sasha Kostadinov

> Sasha Kostadinov is a fee-only financial advisor at Shaker Investments in Beachwood, Ohio, who holds the CFA credential. Shaker Investments reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sasha-kostadinov/
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
- **Credentials:** CFA
- **CRD:** 2634525 (https://adviserinfo.sec.gov/individual/summary/2634525)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakerinvest.com

## Frequently asked questions

### Is Sasha Kostadinov a fee-only financial advisor?

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

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

### Where is Sasha Kostadinov based?

Sasha Kostadinov is based in Beachwood, Ohio.

### What credentials does Sasha Kostadinov hold?

Sasha Kostadinov holds the CFA credential.

### Is Sasha Kostadinov registered with the SEC?

Yes. Sasha Kostadinov is registered as an investment adviser representative in OH (CRD 2634525), 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 Sasha Kostadinov?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2634525): 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.