RIA Intel›Advisers›South Carolina›SHERMAN FINANCIAL & WEALTH MANAGEMENT LLC

SHERMAN FINANCIAL & WEALTH MANAGEMENT LLC

Advisory

DANIEL ISLAND, SC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$358K

across 19 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$6M

Non-Discretionary AUM$1M

Discretionary %82.8%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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ENVEST ADVISORS, LLC

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$7M

H I MANAGEMENT SERVICES INC.

$6M

SWEETGRASS FINANCIAL PLANNING, LLC

$8M

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