Westshore Wealth, Llc
- Regulatory AUM
- $662M
- Discretionary
- $649M
- Clients
- 207
- Avg AUM / client
- $3.2M
- Accounts
- 848
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 102 positions, $285,024,757)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $60,060,678 | 92,353 | 21.1% | 9.07% |
| 2 | Ishares Tr | IBOXX INV CP ETF | $29,220,685 | 268,104 | 10.3% | 4.41% |
| 3 | Ishares Tr | RUS 1000 VAL ETF | $19,741,151 | 92,391 | 6.93% | 2.98% |
| 4 | Amneal Pharmaceuticals Inc | COM STK CL A | $17,078,621 | 1,373,984 | 5.99% | 2.58% |
| 5 | Ishares Tr | RUS 1000 GRW ETF | $17,000,670 | 39,870 | 5.96% | 2.57% |
| 6 | Ishares Tr | RUSSELL 2000 ETF | $14,338,107 | 57,815 | 5.03% | 2.16% |
| 7 | Vanguard Scottsdale Fds | LONG TERM TREAS | $9,991,850 | 180,505 | 3.51% | 1.51% |
| 8 | Ishares Tr | US TREAS BD ETF | $9,802,786 | 427,882 | 3.44% | 1.48% |
| 9 | United Parcel Svcs Inc | CL B | $8,961,727 | 91,093 | 3.14% | 1.35% |
| 10 | Vanguard Index Fds | S&P 500 ETF SHS | $8,571,144 | 14,344 | 3.01% | 1.29% |
| 11 | Nvidia Corporation | COM | $7,311,726 | 41,925 | 2.57% | 1.1% |
| 12 | Ishares Tr | RUS MID CAP ETF | $6,351,924 | 65,329 | 2.23% | 0.96% |
| 13 | Aim Etf Products Trust | ALLIANZIM US EQT | $5,017,596 | 158,842 | 1.76% | 0.76% |
| 14 | Apple Inc | COM | $4,786,218 | 18,859 | 1.68% | 0.72% |
| 15 | Vanguard Scottsdale Fds | VNG RUS1000VAL | $3,853,259 | 41,106 | 1.35% | 0.58% |
| 16 | Vanguard Scottsdale Fds | VNG RUS2000IDX | $3,807,553 | 38,011 | 1.34% | 0.57% |
| 17 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $3,402,168 | 31,016 | 1.19% | 0.51% |
| 18 | Ishares Tr | MSCI EAFE ETF | $3,132,734 | 32,253 | 1.1% | 0.47% |
| 19 | Berkshire Hathaway Inc Del | CL B NEW | $2,984,458 | 6,228 | 1.05% | 0.45% |
| 20 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $2,521,846 | 26,079 | 0.88% | 0.38% |
| 21 | Aim Etf Products Trust | ALLIANZIM US EQT | $2,409,311 | 70,675 | 0.85% | 0.36% |
| 22 | Microsoft Corp | COM | $2,040,065 | 5,511 | 0.72% | 0.31% |
| 23 | Ishares Tr | MSCI EMG MKT ETF | $1,890,766 | 33,294 | 0.66% | 0.29% |
| 24 | Amazon Com Inc | COM | $1,777,584 | 8,535 | 0.62% | 0.27% |
| 25 | Servicenow Inc | COM | $1,697,160 | 16,233 | 0.6% | 0.26% |
Top 25 of 102 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $4.1M | 0.62% |
| High net worth individuals | 172 | $648M | 97.8% |
| Pension and profit sharing plans | 10 | $6.1M | 0.92% |
| Charitable organizations | 7 | $4.1M | 0.62% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan S Brizendine | Managing Member | CFP | Apr 2016 (10y) | 25% – 50% |
| Trevor Blake Bryant | Managing Member | CFP CFA | Apr 2016 (10y) | 25% – 50% |
| Ryan Scott Ornellas | Chief Compliance Officer & Chief Operating Officer | Nov 2016 (10y) | Less than 5% | |
| Rob Marvin Sigler | Managing Member | Oct 2018 (8y) | 5% – 10% | |
| Ryan Byron Mcguire | Managing Member | CFP | Oct 2018 (8y) | Less than 5% |
| Lance Douglas Jamerson | Managing Director | CFP | Jan 2019 (8y) | Less than 5% |
| Brian Gregory Sigler | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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 | 907 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $656M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
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) ↗