Overview
Assets Under Management: $158 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 59
Average Client Assets: $2.2 million
Frequently Asked Questions
SCHERER FINANCIAL ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317435), SCHERER FINANCIAL ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
SCHERER FINANCIAL ADVISORY SERVICES, LLC is headquartered in DALLAS, TX.
SCHERER FINANCIAL ADVISORY SERVICES, LLC serves 59 high-net-worth clients according to their SEC filing dated April 08, 2026. View client details ↓
According to their SEC Form ADV, SCHERER FINANCIAL ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SCHERER FINANCIAL ADVISORY SERVICES, LLC manages $158 million in client assets according to their SEC filing dated April 08, 2026.
According to their SEC Form ADV, SCHERER FINANCIAL ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.78%
Average Client Assets: $2.2 million
Total Client Accounts: 178
Discretionary Accounts: 149
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 317435
Filing ID: 2081339
Last Filing Date: 2026-04-08 16:55:47