Wealth Manager
    SEC Registered

    Sherman Portfolios

    Registered investment advisor · Coeur D'alene, Idaho · CRD #322728

    Assets Under Management
    $1.6B
    Client Accounts
    6,652
    Employees
    15
    CRD Number
    322728
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sherman Portfolios

    Sherman Portfolios, LLC is an SEC-registered investment advisory firm founded in 2022, offering sophisticated research and technology to optimize returns. It is owned by Pinkerton Investments.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sherman Portfolios

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sherman Portfolios's AUM?

    Sherman Portfolios reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sherman Portfolios headquartered?

    Sherman Portfolios is headquartered in Coeur D'alene, Idaho.

    What is Sherman Portfolios's CRD number?

    Sherman Portfolios's CRD number is 322728. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sherman Portfolios manage?

    Sherman Portfolios manages approximately 6,652 client accounts according to its latest SEC filing.

    Is Sherman Portfolios SEC registered?

    Yes, Sherman Portfolios is registered with the SEC as an investment adviser with an approved registration status.

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