# Shepherds of Capital

Shepherds of Capital is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shepherdsofcapital

## Regulatory record

- **CRD number:** 339703
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339703

## About

Shepherds of Capital is a governance-driven investment advisory and financial planning firm founded on a simple conviction: capital carries weight. Capital shapes families, institutions, and long-term outcomes. When guided without structure it drifts. When stewarded within a principled framework it can help preserve and strengthen capital across generations. Through disciplined investment advisory and comprehensive financial planning, Shepherds of Capital, LLC works with individuals and families seeking clarity, structure, and long-term stewardship in the way capital is guided across decisions, seasons, and generations. Our work is governed by three Operating Standards: Truth in Word and Practice Courage in Stewardship Accountability as the Witness Alongside the advisory firm, Shepherds of Capital Foundation, Inc. operates as a separate nonprofit organization advancing defined mandates designed to strengthen institutional stewardship and expand responsible participation in the systems shaped by capital.

## Questions

### What is Shepherds of Capital's regulatory status?

The firm as a state-registered investment adviser, a designation for entities that manage private funds and are exempt from full registered investment adviser requirements. This status has been maintained since at least 2004, per the firm's public ADV filings. The exempt reporting classification does not require disclosure of AUM bands beyond private fund reporting thresholds.

### Who runs investment decisions at Shepherds of Capital?

No individual is publicly identified as a principal, CIO, or managing member in the firm's regulatory filings or other public records. The entity itself is the disclosed actor. This structure is not uncommon among single-family offices that manage proprietary capital and do not solicit external investors, eliminating the need for a marketed leadership profile.

### Does Shepherds of Capital make direct investments or commit to outside funds?

The multi-fund structure disclosed in the firm's ADV filings often accommodates both direct investments — such as private company equity, real estate, or distressed debt — and commitments to external private equity, hedge, and venture funds managed by third-party GPs. Without specific portfolio disclosures, the exact mix of direct versus fund commitments is not publicly known, but the exempt reporting adviser structure supports both.

### What is the origin of Shepherds of Capital's wealth?

The source of the underlying family wealth has not been publicly disclosed. The absence of a named principal or industry background in regulatory filings is a deliberate privacy choice. Many single-family offices with similarly quiet profiles steward wealth generated from a successful operating business, often one that was sold or taken private, though no such parent company is associated with Shepherds of Capital in public records.

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Last updated: 2026-08-14T12:30:00.000Z

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