SHERMAN FINANCIAL

Overview

Sherman Financial is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on providing financial planning services rather than acting as a broad asset manager: its business activity is listed as accountant and its primary advisory offering is hourly financial planning. That fee structure and business mix suggest client engagements are project- or advice-driven rather than dependent on ongoing AUM-based billing. Investment activity centers on using packaged vehicles — mutual funds for core market exposure and third‑party managers for real estate strategies — rather than running proprietary funds. Sherman Financial is not a capital allocator, is not positioned as a pension consultant, and does not identify as an active ESG investor. Its client focus is individuals and families, and it operates as a single-state adviser rather than a multi-state national platform.

Assets & Accounts

Investments & Alternatives

Location & Offices