A complete list of active advisors currently associated with Shepherds of Capital
Warmer can help you find a great advisor at Shepherds of Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Shepherds of Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clearwater, FL
| 0
|
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