President · Shepherd Wealth Management
John E. Ashcroft
CRD 4994425 · Named on Form ADV at one SEC-registered adviser
At a glance
Shepherd Wealth Management, an SEC-registered wealth manager based in Cincinnati, OH with $162 million in regulatory assets, lists John E. Ashcroft on its Form ADV as President, a control person.
Firms and roles
- Shepherd Wealth ManagementPresidentWealth manager · Cincinnati, OH · $162M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joshua C. GarlandOwner and CCO, Shepherd Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.