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SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623 · SEC 801-112009
111 CONGRESSIONAL BLVD.,, SUITE 100, CARMEL, IN, 46032, United States
Phone
317-975-5033
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.18B
Discretionary AUM
$1.62B
Team
45 total employees; 31 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 705 | $148.8M |
| High net worth individuals | 203 | $465.1M |
| Pension/profit sharing plans | 336 | $5.56B |
States served
AZ, CA, DE, IL, IN, KS, KY, MD, MI, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD