SHEPHERD'S FINANCIAL LLC

Overview

Shepherd's Financial LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients alongside a subset of institutional relationships, and provides financial planning and portfolio management for individuals and small businesses. Insurance brokerage is part of their business activity, indicating they can combine investment advice with insurance solutions. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios. The firm charges fees as a percentage of assets under management and also offers hourly billing for planning or consulting work. Shepherd's Financial LLC does not position itself as an ESG-focused manager and is not structured as a multi-state adviser in its filings. Portfolio decisions appear to favor simplicity and outsourced management: the firm maintains primarily discretionary relationships and places client assets in mutual funds and third-party vehicles rather than extensive in-house security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices