Shepherd Financial Investment Advisory LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 288623
- Registered since
- November 14, 2017
- Website
- www.shepherdfin.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans90.06%
- HNWI7.53%
- Individuals2.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Shepherd Financial Investment Advisory LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional clients, and it lists an insurance company affiliation. Its advisory offering focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities25%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Thomas Mayer
Founding Partner & Chief Executive OfficerCRD 4610549
Contacts
3 of 25
Taylor Wedmore
Retirement Plan Support SpecialistCRD 7978057
Lucas Smith
Client Relationship ConsultantCRD 7683790
Michael Richardson
Financial Advisor and Registered RepresentativeCRD 5004926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 111 Congressional Blvd
- Time zone
- ET (UTC-5)
- Office locations
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