Sherman Asset Management, Inc.
Sherman Asset Management, Inc. is an SEC-registered wealth manager in Ventura, CA with $140.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Sherman Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170861, SEC 801-129640, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $140.8M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Ventura, CA
- Employees
- 1
- Clients
- 33
- CRD
- 170861
- Ownership
- SHERMAN, ROY, DOUGLAS
How much AUM does Sherman Asset Management, Inc. have?
Sherman Asset Management, Inc. reported $140.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Sherman Asset Management, Inc.?
Disclosed owners and executives of Sherman Asset Management, Inc. include SHERMAN, ROY, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.