Shanklin Capital Management Inc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 108628
· SEC file 801-55650
· Jackson, TN
· WWW.SYCAMOREFA.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $102M
- Discretionary
- $93.0M
- Clients
- 195
- Avg AUM / client
- $521K
- Accounts
- 370
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $80.3M | 79.1% |
| High net worth individuals | 2 | $19.6M | 19.3% |
| Pension and profit sharing plans | 2 | $1.5M | 1.46% |
| Charitable organizations | 1 | $132K | 0.13% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul B Shanklin | Registered representative | Jul 2005 (21y) | ||
| Robert Taylor Tucker | Registered representative | Dec 2005 (21y) | ||
| James Alan Brown | Registered representative | Apr 2017 (9y) | ||
| Leslie Irving Jaco | Registered representative | Apr 2017 (9y) | ||
| Timothy Lee Shanklin | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗