SHEPHERD FINANCIAL PARTNERS, LLC

CRD

169093

SEC file #

801-106533

EIN

474614265

DBA names

—

Economics

AUM

$1.38B

AUM band

$1B+

AUM trajectory

'20 · $799.1M

'21 · $548.5M

'22 · $687.5M

'23 · $846.8M

'25 · $1.14B

'26 · $1.38B

'20'26

$799.1M → $1.38B▲ +73%

sec adv history

Client mix

Individuals Other	386
Individuals High Net Worth	344
Corporations	16
Charitable Organizations	14
Pension Profit Sharing Plans	7

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 11 advisors

'21 · 8 advisors

'22 · 8 advisors

'23 · 8 advisors

'25 · 8 advisors

'26 · 7 advisors

'20'26

11 advisors → 7 advisors▼ -36%

sec adv history

Primary office

WINCHESTER MA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

x.com/shepfinpart

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SHEPHERD, ROBERT, MARK

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SHEPHERD, ROBERT, MARK

KUHLMAN, STEVE, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:x.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

118,814

Form 5500 Compensation Trajectory 3y

2025

118,814

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

118,814

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001696628

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-02-15

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001696628-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5772

Soi Zip Pct 200k Plus

0.4097

Soi Zip Returns 200k Plus

4,380

Soi Zip Total AGI

3,597,308

Census Median Hh Income

208,531

Census High Income Households

4,237

Census Median Age

42.3

Census Pop 65 66 Total

412

Census Total Households

8,066

Census NAICS 523930 Count

Fdic Zip Total Deposits

36,092,046,000

Fdic Zip Branch Count

248

Fdic Zip Top Banks

Winchester Co-operative Bank

Winchester Savings Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

4,322

Census Median Home Value

1,149,600

Census NAICS 523930 Employees

Census Unemployed Count

397

Census Zip

01890

Custodian Candidates

Full

Lpl Financial	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1004 MAIN STREETWINCHESTER, MA 01890

Business

1004 MAIN STREETWINCHESTER, MA 01890

Edgar EIN

474614265

Edgar Recent Filings

13F-HR2026-05-11 · 0001696628-26-000002

13F-HR2026-02-10 · 0001696628-26-000001

Fdic Zip Branches Raw

Shawmut Bank, National AssociationWinchester, MA

BayBankWinchester, MA

Fdic Zip HHI

1882.42

Fdic Zip Top Bank Share Pct

29.46

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	19,976
Returns	2,150

Stub 2

AGI	33,720
Returns	900

Stub 3

AGI	51,579
Returns	830

Soi Zip Total Business Income

120,918

Soi Zip Total Cap Gains

481,605

Soi Zip Total Dividends

136,726

Soi Zip Total Returns

10,690

Top Owner CRD

1844029

Trust Company Affiliate