The Nalls Sherbakoff Group, LLC

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Client assets under management

$337,080,829

Clients

500

17% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

167

Very High

Average account size

$674,162

About

The Nalls Sherbakoff Group serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, managing roughly $337 million in client assets across about 500 client relationships with a three‑advisor team. The firm offers discretionary portfolio management, financial planning, pension consulting, and educational seminars and workshops.

The firm delivers personalized, discretionary investment advice and tailors strategies to client objectives, using fundamental, technical and cyclical analysis and employing long‑term purchases, option writing and, when appropriate, more focused or concentrated portfolio constructions. For retirement accounts the firm acts as a fiduciary under ERISA/IRC rules, monitors and rebalances portfolios, and makes plan‑level recommendations consistent with client suitability and plan documents.

Distinctive among similarly sized supported firms, the firm integrates participant‑focused educational seminars and enrollment meetings into its pension consulting services, emphasizing participant education as part of plan support. Operationally, the firm routinely recommends Schwab for custody and execution, may utilize standing letters of authorization for third‑party transfers, and, where authorized, exercises discretionary authority to hire or fire third‑party advisers on behalf of clients.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: Negotiable

Project-based

Up to $300 per hour, negotiable

Main office location

The Nalls Sherbakoff Group, LLC

9724 Kingston Pike, Suite 505

Knoxville TN 37922, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 865-691-0898

Advisors at this firm

Seth F

Series 65

Knoxville, TN

The Nalls Sherbakoff Group, LLC

Seth Felker is a financial advisor at The Nalls Sherbakoff Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Marsh Wealth Management and Josh Ellis State Farm, among others. The Nalls Sherbakoff Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis and offers discretionary portfolio management, pension consulting, and educational seminars.

General retirement planning

Donald N

CFP®, Series 63

Knoxville, TN

The Nalls Sherbakoff Group, LLC

Donald Nalls Jr. is a CFP® with 21 years of industry experience and has been with The Nalls Sherbakoff Group, LLC since 2013. He holds a Series 63 license and serves as an Assistant Division Commander in the US Army Reserve, a role that may involve a significant portion of his time. The Nalls Sherbakoff Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, primarily advising on equities, corporate debt, mutual funds, and ETFs, and offers pension consulting services including participant enrollment meetings and educational seminars.

General retirement planning

Thomas S

CFP®

Knoxville, TN

The Nalls Sherbakoff Group, LLC

Thomas Sherbakoff is a CFP® with 13 years of industry experience, currently serving as an advisor at The Nalls Sherbakoff Group, LLC in Knoxville, TN. He has been with the firm and its predecessor, The Nalls Group, LLC, since 2014. The Nalls Sherbakoff Group provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, and offers discretionary portfolio management, pension consulting, and educational seminars, with a focus on equities, corporate debt, mutual funds, and ETFs.

General retirement planning

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