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SHEPHERD'S FINANCIAL LLC
CRD 335206
4533 PAPERMILL DRIVE, SUITE 107, KNOXVILLE, TN, 37909, United States
Phone
(865) 405-0751
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.3M
Discretionary AUM
$8.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $8.3M |
| Charitable organizations | 5 | $36K |
| Corporations/business entities | 4 | $180 |
All web addresses on file
Official SEC filing: View on IAPD