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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Sherman Portfolios
Sherman Portfolios is an SEC-registered RIA providing patented, trend-based market research, real-time indicators, ETF/mutual fund rankings, and model portfolios to RIAs and broker-dealers. Advisors use the Command Module plus tools like a backtested Portfolio Toolkit and Constellation Builder to analyze and manage custom-listed/held-away assets (e.g., 401(k)s, annuities, HSAs). Engagement options include daily signals, automated trading via STARSHIP TAMP, or enterprise licensing; research can incorporate KMI values screens.
Team overview
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Owner & Executives
RONALD LEE GLENDENING
Board of Directors, CHIEF OPERATING OFFICER
- CRD
- #4468165
- Ownership
- Less than 5%
DANIEL WALTER PINKERTON
Chief Executive Officer, Financial Advisor, Managing Member, President
- CRD
- #2128422
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,558,055,845 | $234,224 |
| Non-Discretionary | $0 | -- |
| Total | $1,558,055,845 | $234,224 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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