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SM SCHERR FINANCIAL LLC

Advisory

TX

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in TX

#1,379

of 2,813 advisers by AUM

Average account

$929K

across 117 accounts

AUM per adviser

$109M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$109M

Discretionary AUM$0

Non-Discretionary AUM$109M

Discretionary %0%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

55 clients

41 high-net-worth

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

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