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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 11.8%, from $9.7B to $10.9B.
Across 5 reported observations, AUM increased 23.0% between July 12, 2022 and March 31, 2026, from $8.8B to $10.9B.
Of the latest reported AUM, 18.9% is discretionary and 81.1% is non-discretionary.
The firm reports 15 advisory representatives and 213 clients, or 14.2 clients per representative. That equates to $51.1M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Shepherd Kaplan Krochuk, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Shepherd Kaplan Krochuk, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Shepherd Kaplan Krochuk, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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