SHEPHERD ADVISOR

SHEPHERD ADVISOR is an SEC-registered investment adviser (CRD 328734). Regulatory assets under management: $6.8M.

Registration

• CRD: 328734
• Type: Registered investment adviser
• Phone: (818)209-8528
• Latest filing: 2026-03-10
• Regulatory AUM: $6.8M
• Discretionary AUM: $775K
• Non-discretionary AUM: $6.1M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, 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 328734 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search