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THE SHERRY GROUP, INC.

MOUNTAIN HOME, AR · CRD 146271 · IAPD ↗ · 870-425-8252

$130.3MRegulatory AUM
3Advisory reps
6Employees
2Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — THE SHERRY GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — THE SHERRY GROUP, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — THE SHERRY GROUP, INC. (MOUNTAIN HOME, AR) is newly SEC-registered with $111.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.