# Sherman Financial & Wealth Management

> Sherman Financial & Wealth Management is a state-registered investment advisory firm in Daniel Island, SC, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 290219
- Filed as: SHERMAN FINANCIAL & WEALTH MANAGEMENT
- Legal name: Sherman Financial & Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290219
- AdvisorCensus page: https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219

## Quick answers

**How is Sherman Financial & Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sherman Financial & Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Sherman Financial & Wealth Management located?**
Sherman Financial & Wealth Management's principal office is in Daniel Island, SC, according to its Form ADV.

**Is Sherman Financial & Wealth Management registered with the SEC or a state?**
Sherman Financial & Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290219.

**How much does Sherman Financial & Wealth Management manage?**
Sherman Financial & Wealth Management reports $6,796,216 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary).

**What types of clients does Sherman Financial & Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (9); charitable organizations (1).

**Does Sherman Financial & Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290219

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,796,216
- Discretionary: $5,629,737
- Non-discretionary: $1,166,479

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $680,535 |
| High net worth individuals | 9 | $4,657,347 |
| Charitable organizations | 1 | $1,458,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shermanwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherman Financial & Wealth Management (CRD 290219): Form ADV filing data as of October 2026.