SHEPHERD FINANCIAL LLC

CRD 307562

220 HERITAGE WALK, SUITE 203, WOODSTOCK, GA, 30188, United States

Phone

(770) 405-9231

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$19.8M

Discretionary AUM

$18.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	14	$3.7M
High net worth individuals	7	$15.0M

Official SEC filing: View on IAPD