Shepherd Street Advisors
SEC RegisteredStop trying to do it all and let Shepherd Street Advisors help you.
About the firm
Based in Larkspur, CA, Shepherd Street Advisors is a boutique independent advisory firm that provides wealth management services to individuals and families around the country. The firm provides straightforward and seasoned investment advice and embraces modern technology for accuracy and efficiency in managing accounts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including portfolio construction, monitoring, and rebalancing; retirement planning with sustainable withdrawal rate guidance; charitable giving advice including donor-advised funds and qualified charitable donations; and college savings planning including 529 plan selection and allocation.
Who they serve
Professionals in their 40s and 50s, including lawyers, executives, entrepreneurs, and families with complex investment needs, who seek a partner to help them meet their various investment goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.8M |
| High Net Worth Individuals | 38 | $122M |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shepherd Street Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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