SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Carmel, United States · CRD 288623

SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$6.2bn
Main clients (by assets)Pension plans 90%, High net worth individuals 8%, Individuals 2%
Form ADV · 2026-03-31SEC adviser record

Kindinstitutions
Others nearbyCarmel, IN, Wilmington, DE, New Albany, IN, Louisville, KY

As an employer

Staff (Form ADV)45 · 31 in investment roles
Offices in1 country
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Carmel, IN (main office)United States	United States	about 21
Greenville, DEUnited States	United States	7
New Albany, INUnited States	United States	2
Louisville, KYUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.