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| The Nalls Sherbakoff Group LLC
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|---|---|
| CRD # | 168239 |
| SEC # | 801-107462 |
| CIK # | 0001767500 |
| AUM | 337.1 M (2026-03-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 865-691-0898 |
| Address | 9724 Kingston Pike Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767500 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.4 | ||
| Old National Bancorp /IN/ | 3.2 | ||
| Apple Inc | 3.2 | ||
| Sprott Physical Gold & Silver Trust | 2.6 | ||
| Sprott Physical Silver Trust | 2.4 | ||
| iShares Silver Trust | 1.6 | ||
| Regions Financial Corp | 1.4 | ||
| Amazon Com Inc | 1.2 | ||
| Procter & Gamble Co | 1.1 | ||
| SPDR Gold Trust | 1.0 | ||
| Microsoft Corp | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 114.8 |
| (b) Individuals (high net worth individuals) | 86 | 222.3 |
| (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 | 746 | 337.1 |
| By Discretionary | ||
| Discretionary | 746 | 337.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 746 | 337.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.1 | |
| Total | 746 | 337.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767500] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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