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SHARIAPORTFOLIO, INC.
CRD 173937File 801-80652
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 21 | increased by4 |
| Apr 1, 2026 | Clients | 839 | 935 | increased by96 |
| Apr 1, 2026 | AUM | $260,863,548 | $3,009,877,222 | increased by$2,749,013,674 |
| Apr 1, 2026 | Accounts | 2,054 | 3,125 | increased by1,071 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 17 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 714 | 839 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $355,869,568 | $260,863,548 | decreased by$95,006,020 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,653 | 2,054 | increased by401 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 532 | 714 | increased by182 |
| Apr 1, 2022 | AUM | $187,260,638 | $355,869,568 | increased by$168,608,930 |
| Apr 1, 2022 | Accounts | 1,167 | 1,653 | increased by486 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SHARIAPORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHARIAPORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
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.