Sherman Portfolios
Coeur D'Alene, ID·SEC-registered · CRD #322728
Sherman Portfolios is an SEC-registered investment advisory firm in Coeur D'Alene, ID managing $1.6B across 6.7k client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
6.7k
Advisory staff
3
Fee model
Fee-only
How Sherman Portfolios is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sherman Portfolios
How much does Sherman Portfolios manage?
Per its most recent SEC Form ADV filing (06/11/2026), Sherman Portfolios reports $1.6B in regulatory assets under management across roughly 6.7k client accounts.
How does Sherman Portfolios charge?
Sherman Portfolios is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sherman Portfolios a fiduciary?
Yes. Sherman Portfolios is registered with the U.S. Securities and Exchange Commission (CRD #322728), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sherman Portfolios taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sherman Portfolios and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sherman Portfolios's public SEC Form ADV filing (CRD #322728, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sherman Portfolios. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sherman Portfolios? Claim this profile.