Shepherd Wealth Management Limited Liability Company
● SEC registered since 2024CRD 312695SEC# 801-131565Cincinnati, OH
Reg. AUM
$162.1M
Employees
4
Accounts
430
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 $162.1 million in regulatory assets under management and employs 4 people.
Shepherd Wealth Management Limited Liability Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Eugene Ashcroft Control | President | 25-50% | 2023 |
| Joshua Casey Garland Control | Owner And Cco | Over 75% | 2021 |
Frequently asked questions
How much does Shepherd Wealth Management Limited Liability Company manage?
Shepherd Wealth Management Limited Liability Company reports $162.1 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 4 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
| Address | 3181 Linwood Ave., Suite 20, Cincinnati, OH 45208 |
| Phone | (513) 630-2664 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.1M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$162.1Mregulatory AUM
Discretionary $162.1M