Shepherd's Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,334,482
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
119
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
119
Average account size
$70,038
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
Financial planning
Portfolio management
Expertise
Retirement income strategy
General retirement planning
Wealth management
Tax-loss harvesting
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Demographic focus
Religious/faith focused
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 location
Shepherd's Financial LLC
4533 Papermill Drive, Suite 107
Knoxville TN 37909, United States
Number of offices
1
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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