Shepherd Financial Investment Advisory LLC
Carmel, IN·SEC-registered · CRD #288623
Shepherd Financial Investment Advisory LLC is an SEC-registered investment advisory firm in Carmel, IN managing $6.2B across 3.3k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.2B
Client accounts
3.3k
Advisory staff
31
Fee model
Fee-based
How Shepherd Financial Investment Advisory LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Shepherd Financial Investment Advisory LLC
How much does Shepherd Financial Investment Advisory LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Shepherd Financial Investment Advisory LLC reports $6.2B in regulatory assets under management across roughly 3.3k client accounts.
How does Shepherd Financial Investment Advisory LLC charge?
Shepherd Financial Investment Advisory LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Shepherd Financial Investment Advisory LLC a fiduciary?
Yes. Shepherd Financial Investment Advisory LLC is registered with the U.S. Securities and Exchange Commission (CRD #288623), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Shepherd Financial Investment Advisory LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Shepherd Financial Investment Advisory LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel, IN
Profile compiled from Shepherd Financial Investment Advisory LLC's public SEC Form ADV filing (CRD #288623, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Shepherd Financial Investment Advisory LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Shepherd Financial Investment Advisory LLC? Claim this profile.