Scherer Financial Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 8, 2026, reports $158M in regulatory assets under management, 5 employees, and 178 accounts.
Assets Under Management
$158M
Employees
5
Offices
--
Total Clients
178
Primary office
DALLAS, TX
16250 KNOLL TRAIL DRIVE, SUITE 207, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
119
2
HNWI
33.1%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of April 8, 2026
Discretionary84.0%
$133M
84% of total RAUM84.0%
Non-discretionary16.0%
$25M
16% of total RAUM16.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts178
10Y AUM Change+$158M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee36:1
10Y Employee Change+3 (+150.0%)
* 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.