Overview
Assets Under Management: $4.9 billion
Headquarters: CARMEL, IN
High-Net-Worth Clients: 167
Average Client Assets: $2 million
Frequently Asked Questions
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288623), SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is subject to fiduciary duty under federal law.
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is headquartered in CARMEL, IN.
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC serves 167 high-net-worth clients according to their SEC filing dated August 12, 2025. View client details ↓
According to their SEC Form ADV, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC manages $4.9 billion in client assets according to their SEC filing dated August 12, 2025.
According to their SEC Form ADV, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,231
Discretionary Accounts: 2,000
Non-Discretionary Accounts: 231
Regulatory Filings
CRD Number: 288623
Filing ID: 2006465
Last Filing Date: 2025-08-12 06:00:00
Website: https://shepherdfin.com