SEC Form ADV

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Registered Investment AdviserIN
$6.2B
Assets Under Management
3,041
Total Clients
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Registration Details

Accession
CRD-288623
Location
CARMEL, IN
Filing Date
March 31, 2026
AUM
$6.2B
Total Clients
3,041
Amendment
No

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.