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Shephard Investment Counsel, LLC (Atlanta)


Shephard Investment Counsel, LLC is a large advisory firm based in Atlanta. It manages $30.55 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

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Shephard Investment Counsel provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shephard Investment Counsel: assets under management

The assets under management (AUM) of Shephard Investment Counsel, LLC is $30.55 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.2 million in discretionary accounts and $349.22 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $580.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $349.22 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shephard Investment Counsel, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Shephard Investment Counsel, LLC performs its advisory services is located at 3390 Peachtree Road, Ne, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-760-9936 or by fax 404-760-9935. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at shepinvest.com.


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