SEC Form ADV

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Firm profile: Shepherd Financial Investment Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN

$6.2B

Assets Under Management

3,041

Total Clients

Employees

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Registration Details

Accession: CRD-288623
Location: CARMEL, IN
Filing Date: March 31, 2026
AUM: $6.2B
Total Clients: 3,041
Institutional Clients: 336
Employees: 45
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a registered investment adviser headquartered in CARMEL, IN, managing approximately $6.2B in assets across 3,041 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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