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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2023
- Office Locations
- 1
Office Locations
About Shepherd Advisor
Shepherd Advisor is an independent California advisory firm led by CFP® Nixon James, serving entrepreneurs, corporate executives, and employer retirement plans. The team provides advanced planning (legacy/charitable), investment advice with a risk-managed, customized portfolio approach, and executive planning for concentrated stock and liquidity events. Works with retirement plan sponsors as a fiduciary partner; supports Schwab client access.
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Investment Themes
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Owner & Executives
Nixon D James
Chief Compliance Officer, Managing Member
- CRD
- #5625909
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,000 | -- |
| Non-Discretionary | $6,075,000 | -- |
| Total | $6,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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