Shepherd Financial Investment Advisory LLC

Overview

Shepherd Financial Investment Advisory LLC is an SEC registered investment adviser based in Carmel, IN, registered since 2017. It reports $6.2B in assets under management across 3,041 accounts, with 45 employees. It has 25 investment adviser representatives.

Reported AUM

$6.2B

Discretionary

26%

Accounts

3,041

Average account

$2M

Employees

45

Advisory reps

25

Registered since

2017

Jurisdictions

17

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Steven Michael Wylam Elected Manager, Chief Compliance Officer CRD 1740693

Advisory reps 3 of 25

• Kim Lynnette Astin Investment Adviser Rep CRD 7362738
• Leslie Shockley Ballantine Investment Adviser Rep CRD 7206183
• George David Biddle Insurance Agent · Investment Adviser Rep CRD 2288780

22 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 Congressional Blvd Ste 100
Carmel, IN 46032

County

Hamilton

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 17 jurisdictions
• Website: shepherdfin.com

Every state, with registration dates

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