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Our Core Values

Truth. Courage. Accountability.

Three values guide how we listen, how we decide, and how we serve. They hold steady whatever the conditions, and they shape everything we do.

I

Truth

Truth in Word and Practice

Seeing clearly where capital goes and what it reinforces.

What we say and what we do are the same. We speak plainly, and our actions follow our words.

It is found in asking what your money is building, and in what you do with the answer.

II

Courage

Courage in Stewardship

Acting with intention rather than drifting with convenience.

Courage is often quiet. It can mean saying no, and choosing what lasts over what is easy.

It is found in your next decision and in the choices you make every day.

III

Accountability

Accountability as the Witness

Examining the patterns we create and the outcomes that follow.

Stewardship is revealed in patterns, not single choices. We own our decisions and remain willing to correct them.

It is found in what your choices have built over time, and in what you build next.

Where they live

One set of values.

Carried into two separate organizations.

The Foundation

Helping people make money decisions they can stand behind at home, at work, and in their communities.

Explore the Foundation

Shepherds of Capital Foundation, Inc. 501(c)(3) Public Charity

Wealth Management

Guiding individuals, families, and organizations through investment and planning decisions.

Explore Wealth Management

Shepherds of Capital, LLC Florida Registered Investment Adviser

Shepherds of Capital Foundation, Inc. and Shepherds of Capital, LLC are separate legal entities, each guided by the same Core Values.

The weight of capital matters. Who holds it does too.

Shepherds of Capital

Shepherding the Weight of Capital

Shepherds of Capital Foundation, Inc.

Shepherds of Capital Foundation, Inc. is a Florida nonprofit corporation recognized by the IRS as a public charity under Section 501(c)(3) (EIN 41-4286777). Contributions are tax deductible to the extent allowed by law. The Foundation's programs are educational and charitable. It does not provide investment advice, financial planning, or securities services. The Foundation is legally separate from Shepherds of Capital, LLC. Florida registration no. CH83433.

A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll free (800-435-7352) within the state. Registration does not imply endorsement, approval, or recommendation by the state.

Shepherds of Capital, LLC

Shepherds of Capital, LLC is an investment adviser registered with the State of Florida (CRD 339703). Registration does not imply a certain level of skill or training. Advisory services are offered only in jurisdictions where the firm is registered or exempt from registration. View the firm's Form ADV.

Content on this website is for general information and education. It is not individualized investment, legal, or tax advice. Investing involves risk, including possible loss of principal. Insurance products, where offered, are offered separately and not through Shepherds of Capital, LLC.

© 2026 Shepherds of Capital Holdings LLC. Shepherds of Capital and The Weight of Capital are trademarks of Shepherds of Capital Holdings LLC, used under license.