# Shri Advisors

Shri Advisors is a Bank / Wealth / Trust based in Dayton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dayton, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** shriadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/shri-us

## Regulatory record

- **CRD number:** 168207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168207

## About

Shri Advisors formed in 2013 as an Ohio-registered investment adviser, filing its initial Form ADV from a single Dayton office. The founder established the firm to serve individuals and high-net-worth families outside the large wirehouse channel, though no principal names have been disclosed in public filings or press. Its wealth-origin base appears tied to Midwestern business owners and professionals rather than a single family enterprise. The firm manages discretionary separate accounts, constructing equity and fixed-income portfolios tailored to individual client mandates. Regulatory filings indicate no pooled investment vehicles, no private fund structures, and no reported direct co-investment programs. The practice focuses on traditional public-market allocations—domestic equities, municipal and corporate bonds, and ETF-based sleeves—with no disclosed alternative-asset exposure. Geographic concentration sits squarely in southwestern Ohio, with no advisory offices registered outside the Dayton MSA. Shri Advisors remains below the $100 million regulatory AUM threshold that triggers broader institutional disclosure, keeping its precise asset base undisclosed. The firm employs a lean team, with regulatory records showing fewer than ten advisory staff, all operating from the Dayton headquarters. No adjacent philanthropic vehicles, club memberships, or multi-family-office services appear in public records. In March 2024, the firm maintained its registration profile without expansion or personnel changes, consistent with its steady-state posture over the prior decade. Structurally, Shri Advisors sits at the opposite end of the family-office spectrum from institutionally organized single-family entities: it is a commission-free, fee-only RIA with no trust-company charter, no lending arm, and no generational-governance apparatus.

## Questions

### What asset classes does Shri Advisors allocate capital to?

The firm's disclosed approach centers on traditional public-market asset classes: domestic equities, municipal and corporate fixed-income, and exchange-traded funds. Public records do not indicate allocations to private equity, venture capital, real estate, or hedge funds, nor does the firm report direct co-investment activity.

### Where does Shri Advisors source its clients from?

Shri Advisors draws clients from southwestern Ohio and the broader Dayton metropolitan area. There is no indication of a national outreach model, institutional marketing, or third-party solicitor relationships, pointing to a local referral-based client-acquisition approach focused on high-net-worth individuals and families.

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Last updated: 2026-08-11T02:43:31.692Z

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