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| Happy Holidays!! thanks for using AUM13F!! |
| Shepherd Financial Investment Advisory LLC
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| CRD # | 288623 |
| SEC # | 801-112009 |
| CIK # | |
| AUM | $4.9 B (2025-03-03) |
| Employees | 42 (57% Investors, 57% Brokers) |
| Phone | 317-975-5033 |
| Address | 111 Congressional Blvd, Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 0.1 |
| (b) Individuals (high net worth individuals) | 167 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 274 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,231 | 4.9 |
| By Discretionary | ||
| Discretionary | 2,000 | 1.0 |
| Non-Discretionary | 231 | 3.9 |
| Total | 2,231 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 2,231 | 4.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boston Financial Management LLC
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|
MA | 5.0 |
|
Crescent Grove Advisors LLC
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|
IL | 5.0 |
|
Zevenbergen Capital Investments LLC
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|
WA | 5.0 |
|
Alphapoint Inc
✚
|
CA | 5.0 |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 4.9 |
|
The Ascent Group LLC
✚
|
VA | 4.9 |
|
David Vaughan Investments LLC
✚
|
IL | 4.9 |
|
Eulav Asset Management
✚
|
FL | 4.9 |
|
Kennedy Capital Management LLC
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|
MO | 4.9 |
|
Ocean Park Asset Management LLC
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|
CA | 4.9 |