Comprehensive Financial and Investment Services

SHB Advisors is a Delaware-based limited liability company with foreign qualifications in the District of Columbia and New York. The company’s principal office is located in Washington, D.C. SHB Advisors is a registered investment advisor (IA) with the District of Columbia Department of Insurance, Securities, and Banking. Additionally, SHB Advisors is a registered commodity trading advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA). The company works with businesses and right offers investment advisory services to individuals, family offices and trusts.

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Regulatory Information & Disclosures

SHB Advisors’s CRD# is 170529, and its NFA ID is 0508999. Samir H. Bhatt, the Managing Director and sole owner of SHB Advisors, holds CRD# 2961708 and NFA ID 0509178. Please note, registrations and memberships do not imply a specific level of skill or training. For more information, visit the following links:

IAPD
BASIC

Our Specialized Services

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Preservation & Growth of Capital

SHB Advisors aims to achieve long-term capital appreciation through active portfolio management and investments across various markets and geographies. This strategy also seeks to manage near-term volatility while preserving capital.

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Discretionary Global Macro Strategy

SHB Advisors uses a global macro investment approach to implement its strategy. This involves financial instruments such as equities, fixed income, currencies, and commodities.

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Implementation Through Options & Futures

In addition to the core financial instruments, SHB Advisors utilizes options and futures on these assets to further execute its global macro strategy.

Enhance Your Financial Future

SHB Advisors takes pride in delivering personalized wealth management services tailored to the unique financial needs of individuals, family offices, and trusts. Contact to learn more.

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