# The Sherwin Group

> The Sherwin Group is a state-registered investment advisory firm in St. Peter, MN, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 8, 2025.

- CRD: 165093
- Filed as: THE SHERWIN GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Peter, MN
- Filing period: October 2026
- Form ADV filing dated: May 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165093
- AdvisorCensus page: https://advisorcensus.com/firm/the-sherwin-group-st-peter-mn-165093

## Quick answers

**How is The Sherwin Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Sherwin Group 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 The Sherwin Group located?**
The Sherwin Group's principal office is in St. Peter, MN, according to its Form ADV.

**Is The Sherwin Group registered with the SEC or a state?**
The Sherwin Group is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165093.

**How much does The Sherwin Group manage?**
The Sherwin Group reports $37,599,547 in regulatory assets under management in its Form ADV filing dated May 8, 2025 (100% discretionary).

**What types of clients does The Sherwin Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (21).

**Does The Sherwin Group 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/165093

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,599,547
- Discretionary: $37,599,547
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $18,523,314 |
| High net worth individuals | 21 | $19,076,233 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, HI, IA, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sherwingroup.biz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Sherwin Group (CRD 165093): Form ADV filing data as of October 2026.