Adam Don Carlos Shepherd

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2024 → 09/2025
  Yelp Inc
  Mesa, AZ
• 09/2023 → 08/2024
  Stormwind Studios
  Scottsdale, AZ
• 10/2016 → 08/2023
  Self-Employed
  Mesa, AZ
• 03/2021 → 11/2022
  Loandepot
  Scottsdale, AZ
• 03/2017 → 03/2021
  Aetna
  Phoenix, AZ
• 08/2013 → 11/2016
  Mesa Community College
  Mesa, AZ
• 10/2023 → Present
  Eden Bloom Realty, Llc
  Oro Valley, AZ
• 10/2023 → Present
  Lilyskies Enterprises Holdings, Llc
  Sheridan, WY
• 11/2024 → Present
  Gen225, Llc
  Chandler, AZ
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: GEN225, LLC NON-INVESTMENT-RELATED ADDRESS: CHANDLER, AZ NATURE OF BUSINESS: LLC POSITION: OWNER START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 24 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MARKETING/SALES/OPERATIONS NAME OF BUSINESS: LILYSKIES ENTERPRISES HOLDINGS, LLC NON-INVESTMENT-RELATED ADDRESS: SHERIDAN, WY NATURE OF BUSINESS: LLC POSITION: OWNER START DATE: 10/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NONE AS THIS IS A HOLDING COMPANY FOR OTHER LLCS NAME OF BUSINESS: EDEN BLOOM REALTY, LLC INVESTMENT-RELATED ADDRESS: ORO VALLEY, AZ NATURE OF BUSINESS: LLC POSITION: OWNER START DATE: 10/2023 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LOOK FOR INVESTMENT PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02

Other Names

• Adam Shepherd