About Shepherd Financial Investment Advisory LLC
<p>Built around a fiduciary advisory model, Shepherd Financial Investment Advisory LLC works with retirement plan sponsors and individuals on long-term planning and investment oversight. Founded in 2015, the firm reported $5.5B in AUM as of 2026.</p> <p>Headquartered in Carmel in the Indianapolis metro, with an additional office in New Albany in the Louisville area, Shepherd Financial supports organizations across Indiana and nearby markets. Its retirement plan consulting work covers employee engagement, plan fiduciary support, and investment strategy reviews for employer-sponsored plans.</p> <p>On the personal and business side, the firm provides financial planning and wealth management, along with business planning that includes succession planning and key person protection. The team uses a collaborative style to align recommendations with each client’s goals and governance needs.</p> <p>What sets Shepherd Financial apart is the combination of retirement plan consulting and business planning services under one advisory firm, which can simplify coordination for closely held businesses with employer plans.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for retirement plan sponsors</li> <li>Fiduciary support and investment strategy reviews</li> <li>Employee engagement support tied to retirement plans</li> <li>Wealth management and financial planning</li> <li>Business planning, including succession planning and key person protection</li> </ul>
Website: https://www.shepherdfin.com/
Founded: 2015
Office Locations
- Carmel, IN (Headquarters)
- New Albany, IN
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $5.5B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE ELANCO US, INC. 401(K) PLAN | ELANCO US, INC., IN | $677M | 3,006 |
| RED GOLD, INC. 401(K) PROFIT SHARING PLAN | RED GOLD, INC., IN | $162M | 1,502 |
| LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LIPSCOMB UNIVERSITY, TN | $152M | 1,231 |
| ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ERMCO, INC., IN | $147M | 121 |
| CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | CENTERSTONE OF AMERICA, INC., TN | $121M | 4,133 |
| 401(k) Retirement Plan | Healthcare Sponsor, IN | $109M | 1,061 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IN | $100M | 2,801 |
| 401(k) Retirement Plan | Professional Services Sponsor, IL | $57M | 893 |
| 401(k) Retirement Plan | Technology Sponsor, IN | $51M | 194 |
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