# SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 288623
- Type: SEC-registered investment adviser
- SEC file number: 801-112009
- Location: 111 CONGRESSIONAL BLVD.,, SUITE 100, CARMEL, IN, 46032
- Phone: 317-975-5033
- Latest filing: 2026-03-31
- Regulatory AUM: $6.2B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $4.6B
- Clients: 45
- Accounts: 3,041

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Steven Michael Wylam | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| WYLAM STEVEN MICHAEL | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GREENVILLE | DE | 7 | (888) 369-2261 |
| GREENVILLE | DE | 7 | (888) 369-2261 |
| NEW ALBANY | IN | 2 | 8449754015 |
| NEW ALBANY | IN | 2 | 8449754015 |
| COLUMBUS | OH | 1 | 888-975-4015 |
| SARASOTA | FL | 1 | 888-975-4015 |
| SARASOTA | FL | 1 | 888-975-4015 |
| MYRTLE BEACH | SC | 1 | (888) 369-2261 |
| MYRTLE BEACH | SC | 1 | (888) 369-2261 |
| LOUISVILLE | KY | 1 | (502) 657-2324 |
| COLUMBUS | OH | 1 | 888-975-4015 |
| LOUISVILLE | KY | 1 | (502) 657-2324 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288623/similar
- Related entities: https://search.stillhousedata.com/firm/288623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288623

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.