Scherer Financial Advisory Services, LLC
Scherer Financial Advisory Services, LLC is an SEC-registered mass-market adviser in Dallas, TX with $158.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Scherer Financial Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317435, SEC 801-122809, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $158.3M (2026-05-08)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 178
- CRD
- 317435
- Ownership
- SCHERER, SCOTT, STEPHEN; Scherer, Scott, Stephen; O'SHEA, IAN, MICHAEL
How much AUM does Scherer Financial Advisory Services, LLC have?
Scherer Financial Advisory Services, LLC reported $158.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Scherer Financial Advisory Services, LLC?
Disclosed owners and executives of Scherer Financial Advisory Services, LLC include SCHERER, SCOTT, STEPHEN, Scherer, Scott, Stephen, O'SHEA, IAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.