SHEPHERDS OF CAPITAL

Overview

Shepherds Of Capital operates as a small, owner-led limited liability partnership focused on fee-based advisory work for individuals and small businesses. The firm’s stated services center on financial planning, portfolio management for individual and small-business clients, and educational seminars or workshops. Its compensation approach is flexible: it uses percentage-of-AUM fees alongside hourly billing and fixed-fee arrangements, which suits a practice that blends ongoing wealth management with project-based planning and coaching. Shepherds Of Capital is not positioned as a capital allocator or a pension consultant, and it does not report active ESG investing activity. The firm is classified outside the major institutional advisor categories and maintains a single-state regulatory footprint rather than a multistate adviser platform. Those characteristics indicate a boutique advisory model that emphasizes client-facing advice and education rather than large-scale institutional asset deployment.

Assets & Accounts

Location & Offices