The Sherry Group, Inc.
- Regulatory AUM
- $130M
- Discretionary
- $130M
- Clients
- 203
- Avg AUM / client
- $642K
- Accounts
- 469
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $45.6M | 35.0% |
| High net worth individuals | 39 | $84.7M | 65.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| H. Raymond Sherry | President, Secretary Treasurer | Chartered Financial Consultant | Aug 2001 (25y) | ≈ 37.5% – 75% via The Sherry Family Trust, Uta Dated 8/28/01 |
| Sherry, Jeri, Jean | Trustee | Aug 2001 (25y) | ≈ 37.5% – 75% via The Sherry Family Trust, Uta Dated 8/28/01 | |
| Thomas Ronald Czanstkowski | Chief Compliance Officer | CFP | Nov 2007 (19y) | Less than 5% |
| Scott Raymond Sherry | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Sherry Family Trust, Uta Dated 8/28/01 | Owner | Nov 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- H. Raymond Sherry: 50% – 75% of The Sherry Family Trust, Uta Dated 8/28/01 × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sherry, Jeri, Jean: 50% – 75% of The Sherry Family Trust, Uta Dated 8/28/01 × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • ADMINISTRATIVE FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Folio Investments, Inc. $130M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗