The Sherry Group, Inc.
The Sherry Group, Inc. is an SEC-registered mass-market adviser in Mountain Home, AR with $130.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Sherry Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146271, SEC 801-133990, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $130.3M (2026-01-22)
- Firm type
- Mass-Market Adviser
- Location
- Mountain Home, AR
- Employees
- 6
- Clients
- 203
- CRD
- 146271
- Ownership
- SHERRY, HAROLD, RAYMOND; SHERRY, JERI, JEAN; CZANSTKOWSKI, THOMAS, RONALD; THE SHERRY FAMILY TRUST, UTA DATED 8/28/01; SHERRY, H. RAYMOND
How much AUM does The Sherry Group, Inc. have?
The Sherry Group, Inc. reported $130.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns The Sherry Group, Inc.?
Disclosed owners and executives of The Sherry Group, Inc. include SHERRY, HAROLD, RAYMOND, SHERRY, JERI, JEAN, CZANSTKOWSKI, THOMAS, RONALD, THE SHERRY FAMILY TRUST, UTA DATED 8/28/01, SHERRY, H. RAYMOND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.