Wealth manager, independent · Coeur D'alene, ID
Sherman Portfolios
True Freedom Investing, LLC · SEC-registered investment adviser · CRD 322728 · SEC 801-126397
At a glance
Sherman Portfolios is an SEC-registered investment adviser based in Coeur D'alene, Idaho, with $1.6 billion in regulatory assets under management as of its Form ADV filed September 22, 2026. Its largest client group by assets is individuals, and it reports 6,652 individual clients. By Form ADV it is a wealth manager, ranked 985th of 8,915 wealth managers and 4,166th of 17,210 SEC-registered advisers by assets.
Main office 800-634-2008shermanportfolios.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among wealth managers
- #985 of 8,915
- Rank among all SEC RIAs
- #4,166 of 17,210
- Rank in Idaho
- #7 of 54
- Individual clients
- 6,652
- High-net-worth clients
- 212
- Accounts
- 6,652
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Gery J. SadzewiczChief Compliance Officer
- Daniel W. PinkertonCEO
- Matthew D. WeedCIO
- Ronald L. GlendeningBoard of Directors
Custody and brokerage
Custodian
Sherman Portfolios’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 6,440 | $1.1B | 73% |
| High-net-worth individuals | 212 | $419M | 27% |
Disciplinary disclosures
Sherman Portfolios reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Selecting other advisers
- Periodicals or newsletters
- Market timing
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗shermanportfolios.com ↗
AtlasMembers
The full record on Sherman Portfolios
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,455 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sherman Portfolios manage?
Sherman Portfolios reports $1.6 billion in regulatory assets under management across 6,652 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
What kind of firm is Sherman Portfolios?
Sherman Portfolios is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Sherman Portfolios’s clients?
By assets, its largest client types are individuals ($1.1 billion, 6,440 clients); high-net-worth individuals ($419 million, 212 clients).
Does Sherman Portfolios have any disciplinary history?
Sherman Portfolios reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sherman Portfolios’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →