# Sherman Financial

> Sherman Financial is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 285007
- Filed as: SHERMAN FINANCIAL
- Legal name: Sherman Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285007
- AdvisorCensus page: https://advisorcensus.com/firm/sherman-financial-chapel-hill-nc-285007

## Quick answers

**How is Sherman Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Sherman Financial reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sherman Financial located?**
Sherman Financial's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Sherman Financial registered with the SEC or a state?**
Sherman Financial is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285007.

**What types of clients does Sherman Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (19).

**Does Sherman Financial 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/285007

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | Not reported |
| High net worth individuals | 19 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shermanfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherman Financial (CRD 285007): Form ADV filing data as of October 2026.