Universe · entity

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

RIA / family office (Form ADV) · CRD 288623
Form ADV profile

AUM: $6.2B

Location: CARMEL, IN

Disclosure: –

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.