Shepherd's Financial LLC

SHEPHERD'S FINANCIAL LLC is an SEC-registered investment adviser in KNOXVILLE, TN. The firm manages $8 million in regulatory assets under management on a...

Shepherd's Financial LLC

SHEPHERD'S FINANCIAL LLC is an SEC-registered investment adviser in KNOXVILLE, TN. The firm manages $8 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Who runs investment decisions at Shepherd's Financial LLC?

No named principals or investment professionals are publicly associated with Shepherd's Financial LLC. The firm does not maintain a public website or LinkedIn presence listing leadership.

What is the wealth origin behind Shepherd's Financial LLC?

The source of wealth for this family office has not been publicly disclosed. No family name, founding principal, or inherited fortune has been linked to the firm in available records.

Does Shepherd's Financial LLC invest in external funds or only direct deals?

The firm's investment strategy is not publicly documented. It is unknown whether Shepherd's Financial LLC commits to external fund managers, makes direct investments, or uses a hybrid approach.

Which sectors does Shepherd's Financial LLC target?

Sector preferences have not been disclosed. No public filings or media reports indicate any industry focus or thematic tilt.

How is Shepherd's Financial LLC structured legally?

The firm is registered as a limited liability company (LLC) in the United States. Further structural details—such as whether it operates as a single-family office or multi-family office—are not confirmed.

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