# Even Herd LLC

> 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.

- CRD: 329728
- Filed as: EVEN HERD LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329728
- AdvisorCensus page: https://advisorcensus.com/firm/even-herd-llc-oklahoma-city-ok-329728

## Quick answers

**How is Even Herd LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Even Herd LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Even Herd LLC located?**
Even Herd LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Even Herd LLC registered with the SEC or a state?**
Even Herd LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329728.

**How much does Even Herd LLC manage?**
Even Herd LLC reports $55,855,516 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Even Herd LLC's assets and staff changed since 2024?**
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.

**What types of clients does Even Herd LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Even Herd LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,855,516
- Discretionary: $55,855,516
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $55,855,516 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evenherd.com
- LinkedIn @evenherd
- X @EvenHerd

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $47,834,044 | 1 | May 30, 2024 |
| October 2025 | $52,525,564 | 1 | April 7, 2025 |
| October 2026 | $55,855,516 | 2 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Even Herd LLC (CRD 329728): Form ADV filing data as of October 2026.