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SHERMAN INVESTMENT ADVISORS LLC

Advisory

OREGON CITY, OR

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in OR

#257

of 305 advisers by AUM

Average account

$217K

across 356 accounts

AUM per adviser

$26M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients356

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

356 clients

80 high-net-worth

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

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

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ROGUE ADVISORS, LLC

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