Shepherd Financial Investment Advisory LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288623

SEC number

801-112009

Firm type

RIA

Assets under management

$6.2B as of Mar 31, 2026

Website

www.youtube.com/@shepherdfinancial4352 ↗

Phone

317-975-5033

Address

111 Congressional Blvd.,, Carmel, IN, 46032

Advisors at this firm

22 in our index · page 1 of 1

• Kim Lynnette AstinCRD 7362738 · Wilmington, DE
  IA Registered
• Leslie Shockley BallantineCRD 7206183 · Louisville, KY
  IA Registered
• George David BiddleCRD 2288780 · Wilmington, DE
  IA Registered
  Disclosure event(s) on record
• Charles Curtis ClemCRD 7491095 · Carmel, IN
  IA Registered
• Andrew C DennyCRD 2915158 · Carmel, IN
  IA RegisteredBroker
• Brian Edward FeuerCRD 1348806 · Columbus, OH
  IA RegisteredBroker
• Erin K GoodrichCRD 5936568 · Carmel, IN
  IA RegisteredBroker
• Tyler Joseph GildenCRD 8003764 · Wilmington, DE
  IA Registered
• George Andrew LauckCRD 1027371 · Carmel, IN
  IA RegisteredBroker
• Thomas L. MayerCRD 4610549 · Carmel, IN
  IA RegisteredBroker
• Daniel Robert MeierCRD 4173343 · Carmel, IN
  IA RegisteredBroker
• Brea Nicole Morrison DantinCRD 4430268 · Sarasota, FL
  IA Registered
• Michael J RichardsonCRD 5004926 · New Albany, IN
  IA RegisteredBroker
• Jeffrey A SharpCRD 5746547 · Carmel, IN
  IA RegisteredBroker
• John L SimmonsCRD 3174471 · Carmel, IN
  IA RegisteredBroker
• Leah Marie SylvesterCRD 6458964 · Carmel, IN
  IA Registered
• Lucas C SmithCRD 7683790 · Carmel, IN
  IA Registered
• Dennis R StancovenCRD 4554401 · Myrtle Beach, SC
  IA Registered
• Matthew David TendlerCRD 6901139 · Wilmington, DE
  IA Registered
• Steven Michael WylamCRD 1740693 · Carmel, IN
  IA RegisteredBroker
• Taylor Reed WedmoreCRD 7978057 · Carmel, IN
  IA Registered
• Dane Christopher YoungCRD 7800766 · Carmel, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.