Little Bird Financial, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 340484
·
· littlebirdfinancialservices.com
☆ Save with Pro
ADV data as of Jul 29, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
Jun 1, 2026
Jul 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marshall Paul Gause | Registered representative | May 2026 (0y) | ||
| Glen Daniel Shepherd | Registered representative | May 2026 (0y) | ||
| Parker Jamieson | Registered representative | May 2026 (0y) | ||
| Kevin Richard Zemann | Registered representative | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.11 MB | 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
- • Other fees
- • PROMOTER FEES
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗