The Nalls Sherbakoff Group, LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 168239
- Registered since
- March 23, 2016
- Website
- www.nallssherbakoff.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.96%
- Individuals34.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Nalls Sherbakoff Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. It serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. The firm charges clients through a mix of asset‑based fees, hourly billing and fixed fees. It does not identify as an ESG investor and is not positioned as a multi‑state or capital‑allocating manager.
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 Funds52%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
3 of 3Seth Felker
Director of Client ServicesCRD 8189725
Donald Nalls
PrincipalCRD 2262062
Thomas Sherbakoff
Partner and Financial PlannerCRD 6101627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 198Active vs passive
$106M in ETFs
86%
$90.7M
13%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $22.2M | 764,875 | 20.94% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 9724 Kingston Pike
- Time zone
- CT (UTC-6)
- Office locations
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