SHERMAN, YOUNG & LEAVITT, LLC

Overview

Sherman, Young & Leavitt, LLC is a small, fee-based advisory firm that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm operates as an LLC under individual ownership and focuses on managing client assets through pooled public funds rather than acting as a capital allocator into private or bespoke alternative structures. Its business model centers on percentage-of-AUM fees and hands-on portfolio management rather than consulting for pensions or multi-state institutional mandates. The firm does not identify as an active ESG investor. Regulatory filings show the adviser’s mandate is discretionary across its client base, and the firm classifies its assets under separately managed account reporting while the underlying exposure is concentrated in public mutual fund vehicles. This points to a client service approach that emphasizes diversified, professionally managed fund solutions rather than direct stock-picking or extensive third-party alternative manager relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices