# The Nalls Sherbakoff Group, LLC

> The Nalls Sherbakoff Group, LLC is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 168239
- Filed as: THE NALLS SHERBAKOFF GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168239
- AdvisorCensus page: https://advisorcensus.com/firm/the-nalls-sherbakoff-group-llc-knoxville-tn-168239

## Quick answers

**How is The Nalls Sherbakoff Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Nalls Sherbakoff Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does The Nalls Sherbakoff Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Nalls Sherbakoff Group, LLC located?**
The Nalls Sherbakoff Group, LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is The Nalls Sherbakoff Group, LLC registered with the SEC or a state?**
The Nalls Sherbakoff Group, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 168239.

**How much does The Nalls Sherbakoff Group, LLC manage?**
The Nalls Sherbakoff Group, LLC reports $337,080,829 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have The Nalls Sherbakoff Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Nalls Sherbakoff Group, LLC: Regulatory assets under management: $214,492,131 in the October 2021 data and $337,080,829 in the October 2026 data, up 57%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Nalls Sherbakoff Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (414); high net worth individuals (86).

**Which custodians does The Nalls Sherbakoff Group, LLC use?**
The Nalls Sherbakoff Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Nalls Sherbakoff Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168239

**What changed in The Nalls Sherbakoff Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $293,694,671 to $337,080,829 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $300 an hour (financial planning services)

> We charge an hourly fee of up to $300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $337,080,829
- Discretionary: $337,080,829
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 414 | $114,750,440 |
| High net worth individuals | 86 | $222,330,389 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nallssherbakoff.com](https://nallssherbakoff.com)
- Facebook @nsgadvisors
- Instagram @nsgadvisors
- LinkedIn @the-nalls-sherbakoff-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,492,131 | 4 | April 5, 2021 |
| October 2022 | $238,507,962 | 4 | March 30, 2022 |
| October 2023 | $225,155,707 | 7 | March 27, 2023 |
| October 2024 | $254,479,707 | 7 | March 29, 2024 |
| October 2025 | $293,694,671 | 6 | May 12, 2025 |
| October 2026 | $337,080,829 | 5 | March 24, 2026 |

Regulatory assets under management: $214,492,131 in the October 2021 data and $337,080,829 in the October 2026 data, up 57%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $293,694,671 to $337,080,829 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Nalls Sherbakoff Group, LLC (CRD 168239): Form ADV filing data as of October 2026.