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 institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and operates as a capital allocator, using both in-house decisions and third-party manager selection to build client portfolios. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm lists selection of other advisers, publication of periodicals or newsletters, and market timing services among its advisory activities. Sherman Portfolios does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Matthew Weed
Chief Investment OfficerCRD 4803581
Ronald Glendening
Chief Operating Officer / Wealth AdvisorCRD 4468165
Gery Sadzewicz
Chief Executive OfficerCRD 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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