Shepherd Financial Investment Advisory LLC
● SEC registered since 2017CRD 288623SEC# 801-112009Carmel, IN
Reg. AUM
$6.18B
Employees
45
Accounts
3,041
Location
Carmel, IN
Shepherd Financial Investment Advisory LLC assets under management
Shepherd Financial Investment Advisory LLC is a registered investment adviser overseen by the SEC based in Carmel, IN. The firm has been registered since 2017. It reports $6.2 billion in regulatory assets under management and employs 45 people.
Shepherd Financial Investment Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shepherd Financial Holdings LLC Control | Member | Over 75% | 2017 |
| Steven Michael Wylam Control | Elected Manager And Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Shepherd Financial Investment Advisory LLC manage?
Shepherd Financial Investment Advisory LLC reports $6.2 billion in regulatory assets under management on its Form ADV.
How many employees does Shepherd Financial Investment Advisory LLC have?
Shepherd Financial Investment Advisory LLC reports 45 employees.
Where is Shepherd Financial Investment Advisory LLC located?
Shepherd Financial Investment Advisory LLC is based in Carmel, IN and has been SEC-registered since 2017.
Does Shepherd Financial Investment Advisory LLC disclose fund performance?
Shepherd Financial Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Congressional Blvd.,, Suite 100, Carmel, IN 46032 |
| Phone | 317-975-5033 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.18B▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$6.18Bregulatory AUM
Discretionary $1.62BNon-discretionary $4.56B