Overview
Assets Under Management: $130 million
Headquarters: MOUNTAIN HOME, AR
High-Net-Worth Clients: 39
Average Client Assets: $2.2 million
Frequently Asked Questions
THE SHERRY GROUP, 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 #146271), THE SHERRY GROUP, INC. is subject to fiduciary duty under federal law.
THE SHERRY GROUP, INC. is headquartered in MOUNTAIN HOME, AR.
THE SHERRY GROUP, INC. serves 39 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, THE SHERRY GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE SHERRY GROUP, INC. manages $130 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, THE SHERRY GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.98%
Average Client Assets: $2.2 million
Total Client Accounts: 469
Discretionary Accounts: 469
Regulatory Filings
CRD Number: 146271
Filing ID: 2041330
Last Filing Date: 2026-01-22 11:36:02