{
  "crd_number": 329728,
  "slug": "even-herd-llc-oklahoma-city-ok-329728",
  "primary_business_name": "EVEN HERD LLC",
  "legal_name": "EVEN HERD LLC",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 55855516.0,
  "raum_discretionary": 55855516.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 55855516.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK"
  ],
  "websites": [
    "https://evenherd.com",
    "https://linkedin.com/company/evenherd",
    "https://x.com/EvenHerd"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329728",
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/even-herd-llc-oklahoma-city-ok-329728",
  "display_name": "Even Herd LLC",
  "summary": "Even Herd LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Even Herd LLC (CRD 329728): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Even Herd LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Even Herd LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Even Herd LLC located?",
      "a": "Even Herd LLC's principal office is in Oklahoma City, OK, according to its Form ADV."
    },
    {
      "q": "Is Even Herd LLC registered with the SEC or a state?",
      "a": "Even Herd LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329728."
    },
    {
      "q": "How much does Even Herd LLC manage?",
      "a": "Even Herd LLC reports $55,855,516 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Even Herd LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Even Herd LLC: Regulatory assets under management: $47,834,044 in the October 2024 data and $55,855,516 in the October 2026 data, up 17%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Even Herd LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Even Herd LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329728"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 47834044.0,
      "total_employees": 1,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 52525564.0,
      "total_employees": 1,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 55855516.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/even-herd-llc-oklahoma-city-ok-329728.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 55855516.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329728",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}