This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
About Shepherd Kaplan Krochuk, LLC
Shepherd Kaplan Krochuk (SKK) is an independently owned, Boston-based SEC-registered RIA providing fiduciary portfolio management through Wealth Management and Asset Management divisions. The firm serves private clients and institutional relationships, pairing boutique service with institutional-style capabilities and a technology-driven platform. Investment work includes public funds/ETFs and selected alternatives (e.g., hedge funds, private placements, venture capital).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID MORRIS SHEPHERD
CO-CEO
- CRD
- #2284051
- Ownership
- 25% but less than 50%
STEPHEN MICHAEL BRACKETT
Advisor, President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,055,637,219 | $15,691,887 |
| Non-Discretionary | $8,828,578,446 | $6,929,810 |
| Total | $10,884,215,665 | $7,746,773 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing