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| Keyboard |
| Scherer Financial Advisory Services LLC
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|---|---|
| CRD # | 317435 |
| SEC # | 801-122809 |
| CIK # | |
| AUM | 158.3 M (2026-05-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 972-267-9655 |
| Address | 16250 Knoll Trail Drive Dallas, TX 75248 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 25.7 |
| (b) Individuals (high net worth individuals) | 59 | 132.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 158.3 |
| By Discretionary | ||
| Discretionary | 149 | 133.1 |
| Non-Discretionary | 29 | 25.3 |
| Total | 178 | 158.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.3 | |
| Total | 178 | 158.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Semitam Bonam LLC
✚
|
NY | 167.2 M |
|
Morrissey Wealth Management LLC
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|
CT | 165.1 M |
|
Financially Speaking Inc
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|
CO | 164.8 M |
|
Lynnleigh & Company LLC
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|
NY | 161.5 M |
|
Moulton Wealth Management Inc
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|
WA | 159.7 M |
|
Hackett Financial Group LLC
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|
TX | 159.1 M |
|
Moore Wealth LLC
✚
|
MD | 156.9 M |
|
GRP Financial Services LLC
✚
|
ME | 155.3 M |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 152.6 M |
|
Redwood Coast Financial Partners
✚
|
CA | 151.8 M |