SHAYNE & JACOBS, LLC

CRD 109423File 801-56424

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$429.5M

Below cohort median (national)

Discretionary AUM

$429.5M

Clients

169

231 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 9, 1999
Principal office: 4015 HILLSBORO PIKE, SUITE 203, NASHVILLE, TN, 37215-2776
Phone: 615/250-1600
Website: https://shayneandjacobs.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $429.5M
Discretionary AUM: $429.5M
Non-discretionary AUM: $0
Discretionary accounts: 231
Non-discretionary accounts: 0
Total accounts: 231
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$26.3M
Insurance companies	Fewer than 5	$3.9M
Charitable organizations	Fewer than 5	$14.8M
High net worth individuals	137	$375.1M
Individuals (other than high net worth individuals)	23	$9.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.