Sherman Portfolios
Firm details
- Headquarters
- Coeur D Alene, Idaho
- CRD number
- 322728
- Registered since
- August 16, 2022
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals73.13%
- HNWI26.87%
- Services
- Selection of Other AdvisersPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Sherman Portfolios is an SEC-registered institutional RIA organized as an LLC that focuses on serving individual and family clients. The firm operates as a capital allocator and typically charges fees based on a percentage of assets under management (with additional fee arrangements noted as "other"). Its advisory toolkit includes selecting third‑party managers, producing periodic publications or newsletters, and providing market timing services. Sherman Portfolios is not positioned as an active ESG investor and does not identify as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
Owners & executives
3 of 4
Ronald Glendening
Chief Operating Officer / Wealth AdvisorCRD 4468165
Daniel Pinkerton
President, CEOCRD 2128422
Gery Sadzewicz
Team CEOCRD 1090963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$1.1B in ETFs
99%
$1.1B
1%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS) | BlackRock | Passive | Small Value | $226M | 1,906,412 | 20.26% |
Location
Coeur D Alene, ID
Kootenai
Location
Coeur D Alene, ID
Headquartered in Coeur D Alene, ID, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Kootenai
- Address
- 2000 W John Loop
- Time zone
- MT (UTC-7)
- Office locations
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