THE NALLS SHERBAKOFF GROUP, LLC

Overview

The Nalls Sherbakoff Group, LLC is an independent, individual-owned registered investment adviser that focuses on wealth management for individuals and families. The firm combines comprehensive financial planning with discretionary portfolio management, and it supplements client relationships with pension consulting and educational workshops. Its fee model is flexible — percentage of AUM plus hourly and fixed-fee arrangements — which supports both ongoing wealth management relationships and project-based planning work. Investment activity tilts toward public funds and liquid core holdings, while the firm also layers in external alternative strategies to enhance return potential and diversify risk. The advisory mandate appears focused on customized allocations for individual and small business clients rather than institutional mandates. The firm is not an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices