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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2025
- Office Locations
- 1
Office Locations
About Shepherd's Financial LLC
Shepherd's Financial LLC is a Knoxville, TN registered investment adviser specializing in pastors and churches, delivering integrated financial, retirement, and tax planning with ongoing monitoring as markets and tax law change. Clients access accounts via Altruist and planning through RightCapital, using a three-step understand-plan-implement process built for ministry-specific pay and benefit complexities.
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Owner & Executives
David Clint Burnett
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7330412
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,006,222 | -- |
| Non-Discretionary | $328,260 | -- |
| Total | $8,334,482 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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