PPrivate Fund Data Log in Join · $37/mo

Shepherd Financial Investment Advisory LLC

● SEC registered since 2017CRD 288623SEC# 801-112009Carmel, IN
Export (members)
Reg. AUM
$4.95B
Employees
43
Accounts
2,231
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 $4.9 billion in regulatory assets under management and employs 43 people.
www.youtube.com/@shepherdfinancial4352View on SEC.gov ↗

Shepherd Financial Investment Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Shepherd Financial Holdings LLC ControlMemberOver 75%2017
Steven Michael Wylam ControlElected Manager And Chief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Shepherd Financial Investment Advisory LLC manage?

Shepherd Financial Investment Advisory LLC reports $4.9 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 43 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

Address111 Congressional Blvd.,, Suite 100, Carmel, IN 46032
Phone317-975-5033
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$3.94B
Total (RAUM)$4.95B