Shepherd Advisor

Overview

Shepherd Advisor is an independent registered investment adviser structured as an LLC and owned by an individual operator. The firm serves high-net-worth individuals, families and some institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its practice charges a mix of fees — percentage of AUM, hourly and fixed fees — and maintains a client-directed posture: the majority of assets are non-discretionary. Investment activity is concentrated in liquid, exchange-traded equity exposures, with a clear preference for equities as the primary building block of client portfolios. Shepherd Advisor supplements public equity allocations with select alternative investments: venture capital, private placements and commodities. The firm also employs annuities and mutual funds as part of its toolbox. It is not positioned as a capital allocator or multi-state ESG specialist, and it lists an insurance company affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices