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FORM ADV PART 2A, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sherman Asset Management use?","answer":"Sherman Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $81.8M and Bok Financial Securities, Inc. (Tulsa, OK), with $27.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sherman Asset Management have?","answer":"Sherman Asset Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sherman Asset Management invest in?","answer":"At the end of its last fiscal year, Sherman Asset Management’s separately managed accounts held 84% exchange-traded equities, 14% U.S. government and agency bonds and 2% cash and equivalents. 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