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Shepherd Wealth Management Limited Liability Company

● SEC registered since 2024CRD 312695SEC# 801-131565Cincinnati, OH
Export (members)
Reg. AUM
$113.6M
Employees
2
Accounts
315
Location
Cincinnati, OH

Shepherd Wealth Management Limited Liability Company assets under management

Shepherd Wealth Management Limited Liability Company is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2024. It reports $113.6 million in regulatory assets under management and employs 2 people.
twitter.com/financial_shepView on SEC.gov ↗

Shepherd Wealth Management Limited Liability Company owners & executives

2 reported
NameTitleOwnershipSince
John Eugene Ashcroft ControlPresident25-50%2023
Joshua Casey Garland ControlOwner And CcoOver 75%2021

Frequently asked questions

How much does Shepherd Wealth Management Limited Liability Company manage?

Shepherd Wealth Management Limited Liability Company reports $113.6 million in regulatory assets under management on its Form ADV.

How many employees does Shepherd Wealth Management Limited Liability Company have?

Shepherd Wealth Management Limited Liability Company reports 2 employees.

Where is Shepherd Wealth Management Limited Liability Company located?

Shepherd Wealth Management Limited Liability Company is based in Cincinnati, OH and has been SEC-registered since 2024.

Does Shepherd Wealth Management Limited Liability Company disclose fund performance?

Shepherd Wealth Management Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3181 Linwood Ave., Suite 20, Cincinnati, OH 45208
Phone(513) 630-2664
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.6M
Non-discretionary$0
Total (RAUM)$113.6M