Sherclar, Inc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 166812 · SEC file 801-112778 · Charlotte, NC · WWW.CLEARVIEWWEALTHMGMT.COM

☆ Save with Pro ADV data as of Mar 17, 2026

Regulatory AUM: $182M
Discretionary: $182M
Clients: 144
Avg AUM / client: $1.3M
Accounts: 510
Employees: 4

AUM over time

$96.8M $182M

Mar 6, 2018 Mar 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	80	$37.4M	20.5%
High net worth individuals	64	$145M	79.5%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Cheryl J Sherrard	Secretary	CFP	Jan 2013 (14y)	25% – 50%
William Eric Clark	President And Chief Compliance Officer	CFP	Jan 2013 (14y)	75% or more
Treven Lindsey Ayers	Registered representative	CFP	Mar 2013 (13y)
Nathan Samuel Fierston	Registered representative	CFP	Nov 2025 (1y)

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)	03/17/2026	909 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
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Selection of other advisers
• Publication of periodicals or newsletters

Custody

Reported custodians

Charles Schwab & Co. $92.7M (51% of AUM) Mar 2026
National Financial Services (Fidelity) $40.0M (22% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Mar 17, 2026.

View current Form ADV (SEC/IAPD) ↗