RIA Intel›Advisers›Virginia›SHERPA FINANCIAL GUIDES, INC.

SHERPA FINANCIAL GUIDES, INC.

Advisory

VA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$131K

across 69 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$36K

Discretionary %99.6%

Total Clients39

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

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

39 clients

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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FBR INVESTMENT MANAGEMENT, INC.

$9M

YZ FINANCIAL ADVISORS LLC

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