Ferguson Shapiro LLC
Ferguson Shapiro LLC is a wealth management and risk management firm headquartered in Atlanta, Georgia, United States. Founded in 2018 by Kevin Ferguson CFP® and Maury Shapiro CLU, ChFC, the firm focuses on serving individuals, families, closely held businesses, trusts, and related entities with comprehensive financial planning, investment advice, integrated benefit and insurance planning. Ferguson Shapiro is an SEC registered investment adviser, currently managing approximately $270 million in portfolio value as of the latest public filings, with an advisory base stated at $320 million. The firm employs an experienced team led by its founders and offers a highly personalized and relationship-driven approach to financial management.
Investment Strategy
Ferguson Shapiro LLC's investment strategy emphasizes consistency of performance over time by employing sophisticated analytical skills and tools to assess and improve client portfolios. The firm prioritizes tax efficiencies and adapts strategies based on changing economic and technical market conditions. Its philosophy centers on building long-term, trusted relationships and providing customized advisory services tailored to the unique needs and objectives of each client, integrating both wealth management and risk management for individuals, small businesses, and trusts.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QJUN | FIRST TR EXCHNG TRADED FD VI | 30.47% | $90.4M | 3,056,182 | $29.14 | $29.57 | +$79.2M |
T TUA | SIMPLIFY EXCHANGE TRADED FUN | 13.97% | $41.4M | 1,880,358 | $21.53 | $22.03 | +$13.1M |
G GJUL | FIRST TR EXCHNG TRADED FD VI | 8.10% | $24.0M | 621,330 | $32.79 | $38.69 | +$2.1M |
F FJUL | FIRST TR EXCHNG TRADED FD VI | 6.94% | $20.6M | 398,043 | $51.74 | $51.74 | +$20.6M |
C CLOI | VANECK ETF TRUST | 5.77% | $17.1M | 323,062 | $52.85 | $52.95 | +$8.5M |