Shepherds of Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Shepherds of Capital is a Florida-registered investment adviser that offers investment management, financial planning, and separate non‑advisory consulting services to individuals, families, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm was formed in late 2025 and, at the time of its state registration in February 2026, reported zero assets under management.
The firm describes a stewardship‑focused, long‑term investment philosophy and constructs portfolios primarily using exchange‑traded funds and mutual funds, with individual equities or fixed‑income securities used when appropriate; investment recommendations draw on both quantitative and qualitative analysis. Clients retain approval over transactions (the firm does not accept discretionary trading authority), and implementation may use custodian‑provided model portfolios and monitoring tools while the firm maintains its fiduciary obligations.
Compared with many peers, Shepherds of Capital explicitly offers educational seminars and workshops and provides planning and consulting on an hourly basis (up to $300/hour) as well as flat‑fee planning, in addition to its AUM fee schedule. The firm also discloses certain outside activities — a minority ownership interest in a private asset manager and separate insurance‑licensing activity conducted outside the advisory business — and addresses these potential conflicts through disclosure and its Code of Ethics.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning flat fees ranging from $1,500 to $5,000; Consulting flat fees from $2,500 to $10,000
$0 - $250,000: 1.35% $250,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.70%
Up to $300 per hour for financial planning and consulting services
Fee-only: Investment management fees on tiered AUM basis; Financial planning fees: flat fees from $1,500 to $5,000 or hourly up to $300/hour; Consulting fees: flat fees $2,500 to $10,000 or hourly up to $300/hour
Main office location
Shepherds of Capital
600 Cleveland St., Suite 391
Clearwater FL 33755, United States
Number of offices
1
Most active in
Shepherds of Capital has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
Quick links
LinkedIn
Facebook
X
Instagram
Website
727-238-7433
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