CRD: 307562
Shepherd Financial LLC
$19.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2020
- Office Locations
- 1
Office Locations
220 Heritage Walk Suite 203 Woodstock GA
About Shepherd Financial LLC
Shepherd Financial Planning is a Woodstock, GA fee-based planning and wealth management firm led by founder Lee Hyde, CFP®. The firm delivers holistic advice—tax, retirement, estate, cash-flow/debt, giving, and investment planning—for families and business owners who value using money with purpose. Investment implementation is ETF-heavy, with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$942.9K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
Gary Lee Hyde JR
Chief Compliance Officer, FOUNDER, General Manager, PRINCIPAL
- CRD
- #6476102
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,777,000 | -- |
| Non-Discretionary | $1,023,315 | -- |
| Total | $19,800,315 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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