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SHEPHERD ADVISOR LLC

Advisory

CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA
#4,821
of 5,480 advisers by AUM
Average account
$979K
across 7 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$7M
Discretionary %
11.3%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$775K
Non-Discretionary AUM$6M
Discretionary %11.3%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CALTIER ADVISORS, LLC
POWAY, CA
$7M
0.0% 1Y
PACIFIC EDGE INVESTMENT MANAGEMENT, LLC
MOUNTAIN VIEW, CA
$7M
-92.5% 1Y
STONE OAK CAPITAL, LLC
$7M
LORA, JOSEPH B.
$7M
VALUE ROTATION STRATEGIES LLC
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$7M
LIVE, LEARN, GROW WEALTH MANAGEMENT, LLC
DIAMOND BAR, CA
$7M

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