MOUNTAIN HOME, ARCRD 146271Latest ADV January 22, 2026
The Sherry Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mountain Home, AR. Its latest Form ADV filing, dated January 22, 2026, reports $130M in regulatory assets under management, 6 employees, 1 office, and 469 accounts.
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
164
2
HNWI
19.2%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of January 22, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts469
10Y AUM Change+$18M (+16.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2025. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.