# Sherman, Young & Leavitt, LLC

> Sherman, Young & Leavitt, LLC is a state-registered investment advisory firm in Oregon City, OR, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 152955
- Filed as: SHERMAN, YOUNG & LEAVITT, LLC
- Legal name: Sherman Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oregon City, OR
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152955
- AdvisorCensus page: https://advisorcensus.com/firm/sherman-young-and-leavitt-llc-oregon-city-or-152955

## Quick answers

**How is Sherman, Young & Leavitt, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sherman, Young & Leavitt, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sherman, Young & Leavitt, LLC located?**
Sherman, Young & Leavitt, LLC's principal office is in Oregon City, OR, according to its Form ADV.

**Is Sherman, Young & Leavitt, LLC registered with the SEC or a state?**
Sherman, Young & Leavitt, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 152955.

**How much does Sherman, Young & Leavitt, LLC manage?**
Sherman, Young & Leavitt, LLC reports $77,087,181 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Sherman, Young & Leavitt, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (276); high net worth individuals (80).

**Does Sherman, Young & Leavitt, LLC 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/152955

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $77,087,181
- Discretionary: $77,087,181
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 276 | $17,893,253 |
| High net worth individuals | 80 | $59,193,928 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherman, Young & Leavitt, LLC (CRD 152955): Form ADV filing data as of October 2026.