Wealth Manager
    SEC Registered
    Manages Private Funds

    Shepherd Financial Investment Advisory LLC

    Registered investment advisor · Carmel, Indiana · CRD #288623

    Assets Under Management
    $6.2B
    Client Accounts
    3,041
    Employees
    45
    CRD Number
    288623
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Shepherd Financial Investment Advisory LLC

    At Shepherd Financial, our mission is to help people and companies thrive through empowered financial solutions. That mission starts with one simple truth: everyone's financial journey is personal. That's why we take the time to truly listen, so we can understand what matters most to the individuals, families, and businesses we serve. For companies, we partner with retirement plan committees and leadership teams to create thoughtful, cost-effective solutions that engage employees and support l

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Shepherd Financial Investment Advisory LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Shepherd Financial Investment Advisory LLC's AUM?

    Shepherd Financial Investment Advisory LLC reports approximately $6.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Shepherd Financial Investment Advisory LLC headquartered?

    Shepherd Financial Investment Advisory LLC is headquartered in Carmel, Indiana.

    What is Shepherd Financial Investment Advisory LLC's CRD number?

    Shepherd Financial Investment Advisory LLC's CRD number is 288623. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Shepherd Financial Investment Advisory LLC manage?

    Shepherd Financial Investment Advisory LLC manages approximately 3,041 client accounts according to its latest SEC filing.

    Is Shepherd Financial Investment Advisory LLC SEC registered?

    Yes, Shepherd Financial Investment Advisory LLC is registered with the SEC as an investment adviser with an approved registration status.

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