|
⚲
|
| Shepherd Financial Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 288623 |
| SEC # | 801-112009 |
| CIK # | |
| AUM | $6.2 B (2026-03-31) |
| Employees | 45 (69% Investors, 44% Brokers) |
| Phone | 317-975-5033 |
| Address | 111 Congressional Blvd, Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 705 | 0.1 |
| (b) Individuals (high net worth individuals) | 203 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 336 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,041 | 6.2 |
| By Discretionary | ||
| Discretionary | 2,812 | 1.6 |
| Non-Discretionary | 229 | 4.6 |
| Total | 3,041 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.2 | |
| Total | 3,041 | 6.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Alpha Capital Management Ltd
✚
|
6.3 | |
|
International City Management Association Retirement Corporation
✚
|
DC | 6.3 |
|
Kovack Advisors Inc
✚
|
FL | 6.3 |
|
WCG Wealth Advisors LLC
✚
|
NV | 6.3 |
|
Glenmede Investment Management LP
✚
|
PA | 6.2 |
|
Snyder Capital Management LP
✚
|
CA | 6.1 |
|
Nicholas Co Inc
✚
|
WI | 6.1 |
|
Dana Investment Advisors Inc
✚
|
WI | 6.1 |
|
East End Advisors LLC
✚
|
NY | 6.1 |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 6.0 |