# SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 312695
- Type: SEC-registered investment adviser
- SEC file number: 801-131565
- Location: 3181 LINWOOD AVE., SUITE 20, CINCINNATI, OH, 45208
- Phone: (513) 630-2664
- Latest filing: 2026-02-18
- Regulatory AUM: $162.1M
- Discretionary AUM: $162.1M
- Clients: 4
- Accounts: 430

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Casey Garland | OWNER AND CCO | — |
| John Eugene Ashcroft | PRESIDENT | — |
| GARLAND JOSHUA CASEY | OWNER AND CCO | — |
| ASHCROFT JOHN EUGENE | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312695/similar
- Related entities: https://search.stillhousedata.com/firm/312695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312695

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.