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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sherman Portfolios LLC
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| CRD # | 322728 |
| SEC # | 801-126397 |
| CIK # | |
| AUM | $581.6 M (2025-07-31) |
| Employees | 14 (21% Investors, 0% Brokers) |
| Phone | 800-634-2008 |
| Address | 2000 John Loop Coeur Dalene, ID 83814 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,404 | 318.2 |
| (b) Individuals (high net worth individuals) | 129 | 263.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,387 | 581.6 |
| By Discretionary | ||
| Discretionary | 10,387 | 581.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,387 | 581.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.6 | |
| Total | 10,387 | 581.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RV Kuhns & Associates Inc
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|
OR | 0.8 |
|
Investment Performance Services LLC
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|
GA | 0.7 |
|
Capvisor Associates LLC
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0.7 | |
|
Consequent Capital Management LLC
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|
GA | 0.6 |
|
Bridge Capital Advisors
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TX | 0.5 |
|
Investrust Consulting LLC
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OK | 0.5 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.5 |
|
VERT Asset Management LLC
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|
CA | 0.4 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.4 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |