# The Sherry Group, Inc.

> The Sherry Group, Inc. is an SEC-registered investment advisory firm in Mountain Home, AR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 146271
- Filed as: THE SHERRY GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mountain Home, AR
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146271
- AdvisorCensus page: https://advisorcensus.com/firm/the-sherry-group-inc-mountain-home-ar-146271

## Quick answers

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

**How much does The Sherry Group, Inc. charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Hourly rate: $175 to $250 an hour (services rendered by the registered advisor); Hourly rate: $50 an hour (administrative services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Sherry Group, Inc. located?**
The Sherry Group, Inc.'s principal office is in Mountain Home, AR, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Sherry Group, Inc. registered with the SEC or a state?**
The Sherry Group, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146271.

**How much does The Sherry Group, Inc. manage?**
The Sherry Group, Inc. reports $130,308,548 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have The Sherry Group, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for The Sherry Group, Inc.: Regulatory assets under management: $111,867,695 in the October 2025 data and $130,308,548 in the October 2026 data, up 16%. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Sherry Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (39).

**Which custodians does The Sherry Group, Inc. use?**
The Sherry Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.

**Does The Sherry Group, Inc. 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/146271

**Does The Sherry Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 22, 2026 says: "In general, TSGI requires that the client have at least $100,000 of assets under management. All account types are aggregated together to reach this threshold."

**What changed in The Sherry Group, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $111,867,695 to $130,308,548 (+16%). Added an office in Mountain Home, AR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Account minimum: $100,000

> In general, TSGI requires that the client have at least $100,000 of assets under management. All account types are aggregated together to reach this threshold.

- Hourly rate: $175 to $250 an hour (services rendered by the registered advisor)

> Hourly charges are based on a rate of $175-$250 per hour for services rendered by the registered advisor.

- Hourly rate: $50 an hour (administrative services)

> Charges for administrative services are charged at a rate of $50 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

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: $130,308,548
- Discretionary: $130,308,548
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $45,627,937 |
| High net worth individuals | 39 | $84,680,611 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, IL, LA, MO, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Mountain Home, AR

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,867,695 | 6 | July 11, 2025 |
| October 2026 | $130,308,548 | 6 | January 22, 2026 |

Regulatory assets under management: $111,867,695 in the October 2025 data and $130,308,548 in the October 2026 data, up 16%.
Total employees: 6 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $111,867,695 to $130,308,548 (+16%).
- Added an office in Mountain Home, AR.

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Sherry Group, Inc. (CRD 146271): Form ADV filing data as of October 2026.