Shepherd Kaplan, LLC

Overview

Shepherd Kaplan, LLC is the wealth management division of Shepherd Kaplan Krochuk, LLC. It serves individuals, family offices and institutions with consulting and investment management services. The firm is registered with the SEC as an investment adviser and reported $10.2B in regulatory assets under management on its latest Form ADV.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Portfolio management for institutions
• Pension consulting
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Pension consulting
• Selecting other advisers

Location

See more firms in Massachusetts and Boston.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 128244), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.