The Sherry Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,308,548
Total clients
203
19% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$641,914
About
The Sherry Group, Inc. provides comprehensive asset management and financial planning to individuals, trusts, retirement plans, and other entities, serving about 203 client households and managing roughly $130 million in client assets. Its services include portfolio management and monitoring, retirement plan consulting, financial planning, and access to third‑party model portfolios and insurance and brokerage products.
The firm emphasizes tailored asset allocation and a mix of fundamental, technical, and cyclical analysis to build individualized portfolios, and it monitors accounts on an ongoing basis; while TSGI can operate on a non‑discretionary basis, it reports that the assets it manages are currently under discretionary authority. It also provides rollover recommendations and retirement‑plan advice under a fiduciary standard and offers access to externally managed model programs as part of its implementation options.
Notable differences from many peers include its use of the Folio Institutional platform and Model Manager Exchange (including Ready‑to‑Go portfolios and a “window trading” execution model), which can involve separate platform fees in addition to advisory fees. The firm’s advisors are also registered representatives of an unaffiliated broker‑dealer and licensed insurance agents—so clients may encounter both advisory fees and transactional or commission‑based compensation—and the firm discloses payment to outside solicitors for client referrals and operational use of AI tools for administrative and client‑service tasks (not for investment selection).
Client services
Expertise
Occupation focus
Fee options
Fixed fees based on specific projects, agreed upon in advance.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Commissions received by registered representatives on sale of securities and insurance products; varies with product and volume.
$175-$250 per hour for advisory services; $50 per hour for administrative services.
Account minimum: $100,000 Minimum fee: $300 administrative fee may be assessed annually if assets under management remain below $100,000 after a two-year grace period. Fee-only: Hourly rates from $175 to $250 per hour for advisory services; administrative services at $50 per hour.
Main office location
The Sherry Group, Inc.
5 E. 6 Th Street
Mountain Home AR 72653, United States
Number of offices
2
Most active in
Arkansas · Florida · Illinois · Louisiana · Missouri · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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