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SHARIAPORTFOLIO, INC.
CRD 173937File 801-80652
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.01B
Top 25% of cohort (national)
Discretionary AUM
$2.99B
Non-discretionary $15.9M
Clients
935
3,125 accounts
Employees
21
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 16, 2014
- Principal office
- 1331 S. INTERNATIONAL PARKWAY, SUITE 2291, LAKE MARY, FL, 32746
- Phone
- 321-275-5125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.01B
- Discretionary AUM
- $2.99B
- Non-discretionary AUM
- $15.9M
- Discretionary accounts
- 3,043
- Non-discretionary accounts
- 82
- Total accounts
- 3,125
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $2.72B |
| Charitable organizations | 41 | $7.5M |
| High net worth individuals | 71 | $142.6M |
| Pooled investment vehicles | 1 | $2.7M |
| Pension and profit sharing plans | 15 | $8.3M |
| Individuals (other than high net worth individuals) | 796 | $132.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.