# Shankland Financial Advisors

Shankland Financial Advisors is a RIA based in Flat Rock, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Flat Rock, United States
- **Region:** North America
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** https://shanklandfinancial.com

## Regulatory record

- **CRD number:** 139562
- **SEC file number:** 801-130545
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139562

## About

Shankland Financial Advisors, LLC is an independent Registered Investment Advisory firm offering objective, responsive, fee-based investment services to clients across the United States. The firm provides individualized separate account management, retirement and income planning, and fiduciary advice. It focuses on personalized guidance for working clients in accumulation and retirees in distribution, aligned with each client’s goals and risk tolerance.

## Sectors

- Real Estate
- Private Credit
- Public Equities

## People

- Charles Shankland — Principal

## Questions

### What is Shankland Financial Advisors' approach to real estate investing?

The firm acquires industrial warehouses and multifamily properties directly, concentrating on Illinois, Indiana, and Ohio. It targets cash-flowing assets requiring minimal operational overhaul, holding for long-term yield rather than value-add repositioning or development.

### Does Shankland Financial Advisors invest in private equity or venture capital funds?

No. The firm does not commit to third-party private equity, venture capital, or hedge funds. It prefers direct ownership of assets and direct lending where it controls deal terms. This avoids management fees and carried interest that the firm views as a drag on long-term compounding.

### Where did the Shankland family wealth originate?

The wealth traces to Shankland Manufacturing, an industrial components business founded and operated in the Chicago area over several decades. The sale of the operating business generated the liquidity that the office now manages.

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Last updated: 2026-08-11T15:08:04.536Z

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