COEUR D'ALENE, IDCRD 322728Latest ADV April 15, 2026
Sherman Portfolios is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coeur D'Alene, ID. Its latest Form ADV filing, dated April 15, 2026, reports $1.6B in regulatory assets under management, 15 employees, and 6,652 accounts.
Top client segmentIndividuals represent 96.8% of total clients.
Top client categories% of clientsClients
1
Individuals
96.8%
6,440
2
HNWI
3.2%
212
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 15, 2026
Discretionary100.0%
$1.6B
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$1.6B
Total Accounts6,652
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee443:1
10Y Employee Change+14 (+1400.0%)
* 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.