SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
SEC Form ADV profile.
Total regulatory AUM
$6,177,640,329
Discretionary
$1,622,639,160
Non-discretionary
$4,555,001,169
Firm details
- CRD number
- 288623
- SEC file number
- 801-112009
- Main office
- CARMEL, IN, United States
- Employees
- 45
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.