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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 1, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYLAM, STEVEN, MICHAEL | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
| SHEPHERD FINANCIAL HOLDINGS LLC | DE | MEMBER | E | Control |
Registrations
Federal
IA
Sep 1, 2025 REGISTERED
Notice Filings (15)
AZ DE FL IL IN KS KY MD MI NC OH PA SC TN TX
Address
111 CONGRESSIONAL BLVD.,SUITE 100
CARMEL, IN 46032
United States
Phone: 317-975-5033