CRD: 288623
Shepherd Financial Investment Advisory LLC
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- Custodian
- Empower ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2017
- Office Locations
- 7
Office Locations
About Shepherd Financial Investment Advisory LLC
Shepherd Financial is an Indiana-based advisory firm using a team approach to retirement plan consulting and wealth management, alongside business planning and insurance solutions. The practice serves both retail and institutional relationships, including business owners and plan sponsors. Portfolios commonly use public funds and ETFs. The firm highlights industry recognition such as NAPA and PLANADVISER awards.
Reported data analysis
What the numbers show
Between September 1, 2025 and March 31, 2026, reported AUM increased 24.9%, from $4.9B to $6.2B.
Across 5 reported observations, AUM increased 77.3% between March 29, 2022 and March 31, 2026, from $3.5B to $6.2B.
Of the latest reported AUM, 26.3% is discretionary and 73.7% is non-discretionary.
The firm reports 31 advisory representatives and 1,244 clients, or 40.1 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 7 reported office locations and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Shepherd Financial Investment Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN MICHAEL WYLAM
Chief Operating Officer, Co-Founder
- CRD
- #1740693
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kim Lynnette Astin
Director Of Financial Planning
- CRD
- #7362738
Leslie Shockley Ballantine
Retirement Plan Advisor
- CRD
- #7206183
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,622,639,160 | $577,041 |
| Non-Discretionary | $4,555,001,169 | $19,890,835 |
| Total | $6,177,640,329 | $2,031,450 |
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Separately Managed Accounts
SMA allocation detail is available
Shepherd Financial Investment Advisory LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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