Shepherd's Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,298,034
Clients
119
Advisors
1
of 1 employees
About
Shepherd’s Financial serves individuals as well as clergy, churches, businesses and charitable organizations, offering discretionary and non‑discretionary asset management alongside financial planning and consulting. Services cover ongoing portfolio management, investment selection and plan-based advice on retirement, tax reduction, estate preservation and risk management.
The firm tailors strategies to each client’s stated objectives and risk tolerance using fundamental analysis, periodic account reviews, rebalancing and tax‑aware techniques such as tax‑loss harvesting. It may allocate assets to Sub‑Advisors through Altruist’s Model Marketplace and offers direct indexing strategies that permit account‑level customizations, with disclosures about tracking error and political‑risk considerations.
Noteworthy differences from many peers include that the firm’s principal also conducts licensed insurance sales and tax preparation, activities the brochure discloses as potential conflicts when insurance or tax services are recommended or provided. The explicit focus on charitable and corporate clients, combined with use of third‑party model managers and direct indexing, creates additional customization and operational features that are less common among independent advisers of this type.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $10,000,000: 0.75% $10,000,000.01+: 0.50%
$150 per hour
Main office
4533 Papermill Drive, Suite 107
Knoxville TN 37909
Advisors at this office
1
Most active in
North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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