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Advisors / Tennessee / Knoxville
27yrs

Michael Shell

Financial advisor at Shell Capital Management

Michael Shell is a fiduciary financial advisor in Knoxville, Tennessee, with 27 years in the industry. Michael joined Shell Capital Management in 2005, after four years at Raymond James Financial Services. Shell Capital Management offers investment management and is paid through a percentage of assets.

One of 802 advisors with offices in Knoxville, and one of 698 fiduciaries.

Knoxville, TN 37923Top 21% by experience in KnoxvilleFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 21% by experience in Knoxville
Office200 Prosperity Rd, Knoxville, TN 37923
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.11 million
Advisors at the firm2
States licensed ?1 state

Services through Shell Capital Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
  2. 2004 – 2008
    Raymond James Financial Services, Inc.Previously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Michael’s local office at (865) 539-9990 or the Shell Capital Management main office at (865) 539-9070, and ask for Michael Shell.

How long has Michael been a financial advisor?

Michael has been in the industry since 1999, about 27 years. Top 21% by experience in Knoxville.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Shell Capital Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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