THE SHERRINGTON GROUP

Overview

The Sherrington Group is an independent registered investment adviser focused on individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges a mix of fee types — percentage of assets under management, hourly fees and fixed fees — and, according to filings, manages its client relationships on a primarily non-discretionary basis, meaning clients retain trading authority while The Sherrington Group provides advice and recommendations. Investment activity is concentrated in publicly offered pooled vehicles rather than direct equity trading. The firm is not positioned as a capital allocator and does not list active ESG investing as a focus. It also engages with outside professionals consistent with an accounting industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices