Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

5807 Kennett Pike, Wilmington, DE, 19807

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Dennis is the president of Jade Security, Inc., providing security guard and patrol services, dedicating about 10-20% of his time. He is also the president of Dennis R. Stancoven, Inc., but devotes minimal time to this operating company.

Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Bcm Wealth Management
May 2007 - October 2025 · 18 yrs 5 mos
Biddle Capital Management, INC.
April 2004 - December 2005 · 1 yr 8 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.