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SHERMAN PORTFOLIOS

COEUR D'ALENE, ID · CRD 322728 · IAPD ↗ · shermanportfolios.com · 800-634-2008

$1.56BRegulatory AUM
3Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — SHERMAN PORTFOLIOS crossed $1B in regulatory AUM ($581.6M -> $1.56B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
February 2026 — SHERMAN PORTFOLIOS, LLC is now doing business as SHERMAN PORTFOLIOS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
August 2025 — SHERMAN PORTFOLIOS, LLC notice-filed in AK, AZ, CA, CO, GA, HI, IA, IL, IN, MA, MI, NC, NE, NV, OH, OK, OR, PA, TN, TX, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SHERMAN PORTFOLIOS, LLC crossed $500M in regulatory AUM ($434.0M -> $581.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
February 2025 — SHERMAN PORTFOLIOS, LLC reported RAUM down 73% ($1.60B -> $434.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
75
December 2024 — SHERMAN PORTFOLIOS, LLC crossed $1B in regulatory AUM ($202.5M -> $1.60B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
57
March 2024 — SHERMAN PORTFOLIOS, LLC reported RAUM up 65% ($122.9M -> $202.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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