Sherwood Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, family office services, insurance, tax planning, and tax preparation. Financial planning was provided to 51–100 clients last fiscal year.
Sherwood Financial Partners reports 88 clients. They include 48 individual clients, 39 high-net-worth individuals and 1 charitable organization. Nearly all assets ($294M across 203 accounts) are managed with discretion; $63.9K across 4 accounts are not. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 7% |
| High-net-worth individuals | 44% | 80% |
| Charitable organizations | 1% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $20.2M | 6.9% | $422K |
| High-net-worth individuals | 39 | $236M | 80.4% | $6.06M |
| Charitable organizations | Fewer than 5 | $37.4M | 12.7% | $37.4M |
| Total | 88 | $294M | 100% | — |
- Clients
- 48
- Regulatory AUM
- $20.2M
- AUM share
- 6.9%
- Avg. per client
- $422K
- Clients
- 39
- Regulatory AUM
- $236M
- AUM share
- 80.4%
- Avg. per client
- $6.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $37.4M
- AUM share
- 12.7%
- Avg. per client
- $37.4M
Total
- Clients
- 88
- Regulatory AUM
- $294M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Sherwood Financial Partners is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Basic Tax Preparation
- Basic tax preparation is billed at an hourly fee of $500, invoiced in arrears.
- Financial Planning
- Financial planning is billed at an hourly fee of $500.
Matthew Davis owns 75% or more of Sherwood Financial Partners. The leadership team of Sherwood Financial Partners includes Chief Compliance Officer Matthew Davis. It has 6 employees, 3 of them in advisory roles.
Leadership
- Matthew DavisManager and Chief Compliance Officer
- Hannah BoundyManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Hannah Elizabeth Oaks Boundy
- Yvonne Anh Tu Darby
- Matthew Glenn Davis
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Sherwood Financial Partners, LLC
Matthew Davis
Control person · since February 2019
- Owns 10% to 25% of Sherwood Financial Partners, LLC
Hannah Boundy
Control person · since January 2021
Sherwood Financial Partners’ regulatory assets grew 2.3× from $127M (June 2022) to $294M (April 2026); clients rose from 64 to 88 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $294M | 88 | 6 | 3 |
| March 2025 | $258M | 83 | 8 | 2 |
| April 2024 | $292M | 72 | 8 | 3 |
| February 2023 | $113M | 70 | 5 | 3 |
| June 2022 | $127M | 64 | 5 | 3 |
Besides its headquarters, Sherwood Financial Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses in California and Colorado.
California · 1 listed address
- 2475 Townsgate Road, Suite 210, Westlake VillageHQ
Colorado · 1 listed address
- 520 Zang St., Suite 222, Broomfield
Contact and registration details
- Legal name
- Sherwood Financial Partners, LLC
- Headquarters
- 2475 Townsgate Road, Suite 210, Westlake Village, CA 91361
- Website
- sherwoodfp.com
- Phone
- 805-870-5591
- @40707771
- SEC file
- 801-123155
- Founded
- 2019
- Structure
- California LLC
- Fiscal year end
- December
Sherwood Financial Partners uses Charles Schwab ($294M) as custodian for its separately managed accounts. Sherwood Financial Partners has custody of $228M in client assets for 52 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $294M100%
At year end, Sherwood Financial Partners’ separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 8 positions; the largest are Schwab Strategic TR (32.4%), Vanguard BD Index Fds (29.9%) and Schwab Strategic TR (15.4%).
What the accounts hold
- Stocks2%
- Funds93%
- Bonds2%
- Cash3%
Reported 13F holdings
- $124M
- Reported 13F value
- 8
- Positions
- 100.0%
- In the 10 largest
- +9.8%
- Value vs. prior quarter
- Schwab Strategic TR · US Lrg Cap ETF32.4%
- Vanguard BD Index Fds · Total Bnd Mrkt29.9%
- Schwab Strategic TR · Intl Eqty ETF15.4%
- Schwab Strategic TR · US Mid-cap ETF14.7%
- Schwab Strategic TR · Emrg Mkteq ETF6.3%
- Vanguard Index Fds · S&P 500 ETF Shs0.9%
- Nvidia Corporation0.2%
- Apple Inc.0.2%
Together, the ten largest are 100.0% of reported value.
How many clients does Sherwood Financial Partners have?
Sherwood Financial Partners has 88 clients and manages $294 million for them, as of April 2026. They include 48 individual clients, 39 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Sherwood Financial Partners offer?
Sherwood Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, family office services, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Sherwood Financial Partners use?
Sherwood Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $294M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Sherwood Financial Partners have?
Sherwood Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 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
What does Sherwood Financial Partners invest in?
At the end of its last fiscal year, Sherwood Financial Partners’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% exchange-traded equities and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sherwood Financial Partners?
Sherwood Financial Partners’ direct owners are Matthew Davis (75% or more) and Hannah Boundy (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Sherwood Financial Partners get paid?
Sherwood Financial Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sherwood Financial Partners registered with the SEC?
Yes, Sherwood Financial Partners has been registered with the SEC as an investment adviser since 9 February 2022. Its CRD number is 301329 and its SEC file number is 801-123155.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Sherwood Financial Partners?
Sherwood Financial Partners’ main office is at 2475 Townsgate Road, Suite 210, Westlake Village, CA 91361. Its phone number is 805-870-5591. Its website is sherwoodfp.com.