# Shepherd Financial Partners, LLC

> Shepherd Financial Partners, LLC is an SEC-registered investment advisory firm in Winchester, MA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 169093
- Filed as: SHEPHERD FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winchester, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169093
- AdvisorCensus page: https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093

## Quick answers

**How is Shepherd Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shepherd Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Shepherd Financial Partners, LLC located?**
Shepherd Financial Partners, LLC's principal office is in Winchester, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Shepherd Financial Partners, LLC registered with the SEC or a state?**
Shepherd Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 169093.

**How much does Shepherd Financial Partners, LLC manage?**
Shepherd Financial Partners, LLC reports $1,379,061,513 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Shepherd Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shepherd Financial Partners, LLC: Regulatory assets under management: $687,489,432 in the October 2021 data and $1,379,061,513 in the October 2026 data, up 101%. Total employees: 17 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shepherd Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (386); high net worth individuals (344); corporations or other businesses not listed above (16).

**Which custodians does Shepherd Financial Partners, LLC use?**
Shepherd Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Shepherd Financial Partners, 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/169093

**What changed in Shepherd Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $1,138,180,837 to $1,379,061,513 (+21%). Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,379,061,513
- Discretionary: $1,379,061,513
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 386 | $99,654,267 |
| High net worth individuals | 344 | $1,136,779,893 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $37,744,706 |
| Charitable organizations | 14 | $9,581,339 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 16 | $95,301,308 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 24 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- shepherdfinancialpartners.com
- vimeo.com/shepfinpart
- Facebook @shepherdfinancialpartners
- LinkedIn @shepherd-financial-partners
- X @ShepFinPart
- YouTube @ShepherdFinancialPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $687,489,432 | 17 | September 28, 2021 |
| October 2022 | $846,773,058 | 20 | April 19, 2022 |
| October 2023 | $798,565,123 | 23 | June 26, 2023 |
| October 2024 | $975,440,323 | 23 | August 13, 2024 |
| October 2025 | $1,138,180,837 | 21 | March 26, 2025 |
| October 2026 | $1,379,061,513 | 24 | March 27, 2026 |

Regulatory assets under management: $687,489,432 in the October 2021 data and $1,379,061,513 in the October 2026 data, up 101%.
Total employees: 17 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $1,138,180,837 to $1,379,061,513 (+21%).
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shepherd Financial Partners, LLC (CRD 169093): Form ADV filing data as of October 2026.