{"url":"https://nivawealth.com/firms/the-sherry-group-146271","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146271","regulatoryAum":130308548,"crd":"146271","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3130697","suffix":null,"lastName":"CZANSTKOWSKI","firstName":"THOMAS","middleName":"RONALD"},{"crd":"1020805","suffix":null,"lastName":"SHERRY","firstName":"H. RAYMOND","middleName":null},{"crd":"4882347","suffix":null,"lastName":"SHERRY","firstName":"SCOTT","middleName":"RAYMOND"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-11","regulatoryAum":111867695,"clients":272,"employees":6,"offices":1},{"filedOn":"2026-01-22","regulatoryAum":130308548,"clients":203,"employees":6,"offices":2}],"secFileNumber":"801-133990","legalName":"The Sherry Group, Inc.","displayName":"The Sherry Group","slug":"the-sherry-group-146271","website":"https://thesherrygroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Arkansas corporation","fiscalYearEnd":"December","headquarters":{"street":"5 E. 6th Street","city":"Mountain Home","state":"AR","stateName":"Arkansas","country":"United States","postalCode":"72653"},"tradeNames":[],"registration":{"secApproved":"25 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":641914.0295566502,"staff":{"employees":6,"advisory":3,"brokerDealerReps":3,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":130308548,"discretionary":130308548,"discretionaryAccounts":469,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":164,"regulatoryAum":45627937},{"label":"High-net-worth individuals","clients":39,"regulatoryAum":84680611}],"feePrograms":[{"role":"main","program":"Assets Under Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1,"from":0},{"to":1000000,"pct":0.75,"from":500000},{"to":2000000,"pct":0.5,"from":1000000},{"to":null,"pct":0.25,"from":2000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003293","versionId":1003293,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-22","documentName":"FORM ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Hourly and Fixed-Fee Services","summary":"Hourly charges are $175 to $250 per hour for services by the registered advisor, plus $50 per hour for administrative services; fixed-rate projects are agreed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003293","versionId":1003293,"submittedOn":"2026-01-22","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Retirement Plan Consulting","summary":"An advisory fee not to exceed 0.50% a year of assets for 401(k) plans advised by TSGI, charged quarterly in arrears and negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003293","versionId":1003293,"submittedOn":"2026-01-22","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:42:25.679253+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003293","versionId":1003293,"submittedOn":"2026-01-22"}]},"custodians":[{"name":"Folio Investments, Inc.","shortName":"Folio Investments","location":"McLean, VA","smaAssets":130308548}],"custodyNote":"The Sherry Group has custody of $130M in client assets for 201 clients.","leadership":[{"name":"H. Raymond Sherry","title":"President, Secretary Treasurer","crd":"1020805"},{"name":"Thomas Czanstkowski","title":"Chief Compliance Officer","crd":"3130697"}],"ownership":[{"label":"The Sherry Family Trust, Uta Dated 8/28/01","detail":"Owner in the 75% or more ownership band and a control person, since November 2007."},{"label":"H. Raymond Sherry","detail":"Indirect owner: a trustee of The Sherry Family Trust, Uta Dated 8/28/01 in the 50% to 75% band and a control person, since August 2001.","parent":"The Sherry Family Trust, Uta Dated 8/28/01"},{"label":"Jeri Sherry","detail":"Indirect owner: a trustee of The Sherry Family Trust, Uta Dated 8/28/01 in the 50% to 75% band and a control person, since August 2001.","parent":"The Sherry Family Trust, Uta Dated 8/28/01"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Arkansas","offices":2,"addresses":[{"street":"5 E. 6th Street","city":"Mountain Home","headquarters":true},{"street":"106 East 7th Street","city":"Mountain Home"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"870-425-8252","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"Cash and cash equivalents","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"22 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146271/PDF/146271.pdf","brochureDate":"22 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003293","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Sherry Group have?","answer":"The Sherry Group has 203 clients and manages $130 million for them, as of January 2026. They include 164 individual clients and 39 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Sherry Group offer?","answer":"The Sherry Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Sherry Group charge?","answer":"The Sherry Group charges 0.25%–1.00% a year for its Assets Under Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 22 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Sherry Group use?","answer":"The Sherry Group’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $130M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Sherry Group have?","answer":"The Sherry Group has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are 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 The Sherry Group invest in?","answer":"At the end of its last fiscal year, The Sherry Group’s separately managed accounts held 85% exchange-traded equities and 15% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Sherry Group?","answer":"The Sherry Group is owned through a trust by H. Raymond and Jeri Sherry. Its direct owner is the Sherry Family Trust, Uta Dated 8/28/01 (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Sherry Group get paid?","answer":"The Sherry Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Sherry Group registered with the SEC?","answer":"Yes, The Sherry Group has been registered with the SEC as an investment adviser since 25 July 2025. Its CRD number is 146271 and its SEC file number is 801-133990.","source":"Form ADV Part 1A, Item 1, filed 22 January 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Sherry Group?","answer":"The Sherry Group’s main office is at 5 E. 6th Street, Mountain Home, AR 72653. Its phone number is 870-425-8252. Its website is thesherrygroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/the-sherry-group-146271/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2107738/000210773826000003/0002107738-26-000003-index.html","totalValue":102412603,"positionCount":52,"top10Share":0.6326512079768151,"top10":[{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":18923029,"shares":97056,"shareType":"SH","priorValue":17163227,"priorShares":98413},{"issuer":"ISHARES TR ULTRA SHORT DUR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":11369141,"shares":224753,"shareType":"SH","priorValue":12022958,"priorShares":237514},{"issuer":"VANGUARD LARGE-CAP INDEX FUND","titleOfClass":"LARGE CAP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}