William Thomas Hepburn

Employer firm

Shadowridge Asset Management, LLC CRD 162066

$127M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2002 → Present
  Hepburn Capital Management, Llc
  Presc0Tt, AZ
• 03/2012 → 12/2017
  The Interest Rate Store, Llc
  Prescott, AZ
• 09/2020 → Present
  Shadowridge Asset Management, Llc
  Austin, TX
• 06/1990 → 11/2024
  Yavapai College
  Prescott, AZ
• 07/2022 → 11/2024
  Adviser Credibility, Inc.
  Prescott, AZ

Previous Registrations

• 2003-09-09 → 2021-03-15
  Hepburn Capital Management, Llc
  Prescott, AZ
• 2007-03-07 → 2008-07-30
  Thrifty Money Management, Inc.
  Prescott, AZ

Other Businesses

Hepburn Capital Management; investment-related; Prescott, AZ; DBA; Managing Member; started 01/2002; approximately 2 hours per month, all during securities trading hours; Managing Member

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-25
• S63 Uniform Securities Agent State Law Examination
  1987-02-26

Other Names

• Will Hepburn