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⚲
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| The Sherry Group Inc
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|
|
|---|---|
| CRD # | 146271 |
| SEC # | 801-133990 |
| CIK # | 0002107738 |
| AUM | $130.3 M (2026-01-22) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 870-425-8252 |
| Address | 5 E 6th Street Mountain Home, AR 72653 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.9 | ||
| Tesla Motors Inc | 5.1 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Netflix Inc | 1.4 | ||
| Amazon Com Inc | 1.0 | ||
| Apple Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 45.6 |
| (b) Individuals (high net worth individuals) | 39 | 84.7 |
| (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 | 469 | 130.3 |
| By Discretionary | ||
| Discretionary | 469 | 130.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 469 | 130.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107738] |
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|---|---|---|
|
Agemy Wealth Advisors LLC
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|
CO | 0.1 |
|
JCN Financial & Tax Advisory Group LLC
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Altamira Financial Group LLC
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Arbus Capital Management LLC
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0.1 | |
|
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Wise Wealth Management LLC
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NY | 0.1 |