Shane Michael Alsworth
Investment adviser representative at Alsworth Capital Management, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$116.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Alsworth Capital Management, LLCNov 2015 to now
- Cadaret, Grant & Co., Inc,Nov 2015 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Alsworth Capital Management, LLC
$116.7MAssets managed
177Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4418062
- Firm CRD
- 281417