John Shepard is a registered investment advisor at Cpmg, INC., based in Dallas, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPMG manages investments for private investment funds and a separately managed account. The fees for these services are based on a percentage of the assets managed or performance-based allocations. The specific fees are negotiable for separately managed accounts. Clients are also responsible for brokerage and custodial fees.
Location
4215 West Lovers Lane, Suite 100, Dallas, TX, 75209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cpmg, INC.
Previous Registrations
Cardinal Public Market Group, L.P.
Cardinal Investment Company, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.