SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD #288623 SEC #801-112009 CARMEL, IN 317-975-5033
SEC Registered
Total AUM
$4.9B
Discretionary
$1B
Employees
44
Clients
--
Accounts
2,231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.9B | $1B | $3.9B | 44 | 0 |
| Aug 2025 | $4.9B | $1B | $3.9B | 43 | 0 |
| Mar 2025 | $4.9B | $1B | $3.9B | 42 | 0 |
| Feb 2025 | $4.9B | $1B | $3.9B | 39 | 0 |
| Oct 2024 | $4B | $712.8M | $3.3B | 39 | 0 |
| Sep 2024 | $4B | $712.8M | $3.3B | 35 | 0 |
| Mar 2024 | $4B | $712.8M | $3.3B | 34 | 0 |
| Mar 2023 | $3.2B | $533.8M | $2.7B | 29 | 0 |
| Mar 2022 | $3.5B | $492M | $3B | 29 | 0 |
| Oct 2021 | $2.8B | $280.9M | $2.5B | 26 | 0 |
| Jun 2021 | $2.8B | $280.9M | $2.5B | 26 | 0 |
| May 2021 | $2.8B | $280.9M | $2.5B | 9 | 0 |
| Mar 2021 | $2.8B | $280.9M | $2.5B | 9 | 0 |
| Mar 2020 | $1.7B | $22.2M | $1.7B | 8 | 0 |
| Apr 2019 | $989.5M | $23M | $966.5M | 7 | 0 |
| Apr 2019 | $989.5M | $23M | $966.5M | 7 | 0 |
| Mar 2019 | $989.5M | $23M | $966.5M | 7 | 0 |
| Oct 2018 | $918.3M | $23.6M | $894.8M | 6 | 0 |
| Aug 2018 | $918.3M | $23.6M | $894.8M | 3 | 0 |
| Mar 2018 | $247.6M | $0 | $247.6M | 3 | 0 |
| Mar 2018 | $247.6M | $0 | $247.6M | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees44
Clients0
DateAug 2025
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees43
Clients0
DateMar 2025
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees42
Clients0
DateFeb 2025
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees39
Clients0
DateOct 2024
Total AUM$4B
Discretionary$712.8M
Non-Disc.$3.3B
Employees39
Clients0
DateSep 2024
Total AUM$4B
Discretionary$712.8M
Non-Disc.$3.3B
Employees35
Clients0
DateMar 2024
Total AUM$4B
Discretionary$712.8M
Non-Disc.$3.3B
Employees34
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$533.8M
Non-Disc.$2.7B
Employees29
Clients0
DateMar 2022
Total AUM$3.5B
Discretionary$492M
Non-Disc.$3B
Employees29
Clients0
DateOct 2021
Total AUM$2.8B
Discretionary$280.9M
Non-Disc.$2.5B
Employees26
Clients0
DateJun 2021
Total AUM$2.8B
Discretionary$280.9M
Non-Disc.$2.5B
Employees26
Clients0
DateMay 2021
Total AUM$2.8B
Discretionary$280.9M
Non-Disc.$2.5B
Employees9
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$280.9M
Non-Disc.$2.5B
Employees9
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$22.2M
Non-Disc.$1.7B
Employees8
Clients0
DateApr 2019
Total AUM$989.5M
Discretionary$23M
Non-Disc.$966.5M
Employees7
Clients0
DateApr 2019
Total AUM$989.5M
Discretionary$23M
Non-Disc.$966.5M
Employees7
Clients0
DateMar 2019
Total AUM$989.5M
Discretionary$23M
Non-Disc.$966.5M
Employees7
Clients0
DateOct 2018
Total AUM$918.3M
Discretionary$23.6M
Non-Disc.$894.8M
Employees6
Clients0
DateAug 2018
Total AUM$918.3M
Discretionary$23.6M
Non-Disc.$894.8M
Employees3
Clients0
DateMar 2018
Total AUM$247.6M
Discretionary$0
Non-Disc.$247.6M
Employees3
Clients0
DateMar 2018
Total AUM$247.6M
Discretionary$0
Non-Disc.$247.6M
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0