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Managing Director · Shepherd Financial Partners, LLC

Steve L. Kuhlman

CRD 2932993 · Named on Form ADV at one SEC-registered adviser

At a glance

Shepherd Financial Partners, LLC, an SEC-registered wealth manager based in Winchester, MA with $1.4 billion in regulatory assets, lists Steve L. Kuhlman on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Steve’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert M. ShepherdManaging Member, Chief Executive Officer and Chief Compliance Officer, Shepherd Financial Partners, LLC
  • Jane G. LawlerChief Operating Officer, Shepherd Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steve’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.