SHEPHERD FINANCIAL LLC

Overview

Shepherd Financial LLC operates as an independent registered investment adviser focused on serving individual and family clients through a mix of discretionary portfolio management and financial planning. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services, and it also acts as an insurance broker. Its investment posture is equity-first: the firm’s assets are overwhelmingly held in exchange-traded equities, indicating a bias toward publicly traded stocks and ETFs as the core building blocks of client portfolios. Shepherd Financial charges fee-for-service arrangements that include percentage-of-AUM and fixed-fee engagements. The firm identifies as an owner-operated LLC and does not position itself as a multi-state or newly formed adviser. ESG investing is not listed as an active focus. While pension consulting appears among its advisory activities, the firm is not noted as a designated pension consultant in the snapshot data.

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Public Holdings

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Location & Offices