Sherman Portfolios
SEC RegisteredBefore you launch.
About the firm
Sherman Research serves third party financial organizations such as registered investment advisers, FINRA registered broker-dealers, and platform partners by providing financial data and research to be incorporated into their investment decision-making process. Sherman Research does not manage or advise client assets. The information presented herein is intended solely for financial intermediaries and their registered financial professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial data and research to be incorporated into investment decision-making processes, offered via subscription plans (SLS 1.0 Monthly, SLS 1.0 Annually, SLS Portfolio Manager) for up to 3 users.
Who they serve
Financial intermediaries including registered investment advisers, FINRA registered broker-dealers, and platform partners and their registered financial professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6,440 | $1.1B |
| High Net Worth Individuals | 212 | $419M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Active & Passive Models | 0.35% |
| Tactical Models | 0.80% |
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sherman Portfolios has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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