Shepherd Financial Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 767
- Avg AUM / client
- $1.8M
- Accounts
- 1,941
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 386 | $99.7M | 7.23% |
| High net worth individuals | 344 | $1.1B | 82.4% |
| Pension and profit sharing plans | 7 | $37.7M | 2.74% |
| Charitable organizations | 14 | $9.6M | 0.69% |
| Corporations and other businesses | 16 | $95.3M | 6.91% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Vanderweil Companies Savings Plan R.G. Vanderweil Engineers, Llp | 2024 | |
| Excel Orthopaedic Specialists Cash Balance Plan Excel Orthopaedic Specialists | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawler, Jane, Golden | Chief Operating Officer | Jun 2015 (11y) | Less than 5% | |
| Robert Mark Shepherd | Managing Member, Chief Executive Officer And Chief Compliance Officer | CFP | Jun 2015 (11y) | 75% or more |
| Steve Lee Kuhlman | Managing Director | Jun 2015 (11y) | Less than 5% | |
| Davies, Brian, George | Chief Investment Officer | Jul 2019 (7y) | Less than 5% | |
| Paul Robert Bourgeois | Registered representative | CFP | Sep 2015 (11y) | |
| James Robert Lister | Registered representative | Apr 2016 (10y) | ||
| Steven Francis St. Pierre | Registered representative | CFP | Dec 2017 (9y) | |
| Samuel S Shepherd | Registered representative | CFA | Mar 2018 (8y) | |
| Christopher Michael Cogliano | Registered representative | CFA | Jul 2024 (2y) | |
| Anthony Joseph Ciaramitaro | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Vanderweil Companies Savings Plan | R.G. Vanderweil Engineers, Llp | 479 | $138M | 01/01/2024 |
| Excel Orthopaedic Specialists Cash Balance Plan | Excel Orthopaedic Specialists | 94 | $7.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $1.4B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗