SHEPHERD FINANCIAL LLC

SHEPHERD FINANCIAL LLC of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 307562). Regulatory assets under management: $19.8M.

Registration

• CRD: 307562
• Type: Registered investment adviser
• Location: 220 HERITAGE WALK, WOODSTOCK, GA, 30188
• Phone: (770) 405-9231
• Latest filing: 2026-01-29
• Regulatory AUM: $19.8M
• Discretionary AUM: $18.8M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search