Overview
Assets Under Management: $141 million
Headquarters: VENTURA, CA
High-Net-Worth Clients: 17
Average Client Assets: $6 million
Frequently Asked Questions
SHERMAN ASSET MANAGEMENT, INC. 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 #170861), SHERMAN ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SHERMAN ASSET MANAGEMENT, INC. is headquartered in VENTURA, CA.
SHERMAN ASSET MANAGEMENT, INC. serves 17 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, SHERMAN ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
SHERMAN ASSET MANAGEMENT, INC. manages $141 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, SHERMAN ASSET MANAGEMENT, INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.02
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 151
Discretionary Accounts: 151
Regulatory Filings
CRD Number: 170861
Filing ID: 2059283
Last Filing Date: 2026-02-24 14:36:36