SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 288623). Regulatory assets under management: $6.2B.

Registration

• CRD: 288623
• SEC file number: 801-112009
• Type: Registered investment adviser
• 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)

Branch offices (12)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search