SHEPHERD'S FINANCIAL LLC

SHEPHERD'S FINANCIAL LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 335206). Regulatory assets under management: $8.3M.

Registration

• CRD: 335206
• Type: Registered investment adviser
• Location: 4533 PAPERMILL DRIVE, KNOXVILLE, TN, 37909
• Phone: (865) 405-0751
• Latest filing: 2026-03-31
• Regulatory AUM: $8.3M
• Discretionary AUM: $8.0M
• Non-discretionary AUM: $328K
• Clients: 1
• Accounts: 247

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335206 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search