{"url":"https://nivawealth.com/firms/shayne-and-jacobs-109423","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109423","regulatoryAum":429492868,"crd":"109423","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4781686","suffix":null,"lastName":"CHAPMAN","firstName":"THOMAS","middleName":"WINN"},{"crd":"2070775","suffix":null,"lastName":"JACOBS","firstName":"WILLIAM","middleName":"EDWARD"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":298149532,"clients":99,"employees":3,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":333614437,"clients":119,"employees":3,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":334277034,"clients":125,"employees":3,"offices":1},{"filedOn":"2024-06-17","regulatoryAum":483045063,"clients":157,"employees":5,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":561933843,"clients":179,"employees":5,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":429492868,"clients":169,"employees":5,"offices":1}],"acquisitions":[{"date":"2023-05-01","datePrecision":"month","name":"Jacobs 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They include 137 high-net-worth individuals, 23 individual clients, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Shayne & Jacobs offer?","answer":"Shayne & Jacobs provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Shayne & Jacobs charge?","answer":"Shayne & Jacobs charges up to 1.00% a year for its Annual advisory fee. The fee is billed in advance or in arrears.","source":"FORM ADV PART 2 03-26-2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Shayne & Jacobs use?","answer":"Shayne & Jacobs’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $429M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Shayne & Jacobs have?","answer":"Shayne & Jacobs has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Shayne & Jacobs invest in?","answer":"At the end of its last fiscal year, Shayne & Jacobs’ separately managed accounts held 62% exchange-traded equities, 23% U.S. government and agency bonds, 8% cash and equivalents and 7% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Shayne & Jacobs?","answer":"Shayne & Jacobs’ direct owner is William Jacobs (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Shayne & Jacobs get paid?","answer":"Shayne & Jacobs is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Shayne & Jacobs registered with the SEC?","answer":"Yes, Shayne & Jacobs has been registered with the SEC as an investment adviser since 9 April 1999. Its CRD number is 109423 and its SEC file number is 801-56424.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Shayne & Jacobs?","answer":"Shayne & Jacobs’ main office is at 4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776. Its phone number is 615-250-1600. 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