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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 31, 2025 and June 11, 2026, reported AUM increased 167.9%, from $581.6M to $1.6B.
Across 4 reported observations, AUM increased 1167.6% between November 14, 2023 and June 11, 2026, from $122.9M to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 6,652 clients, or 2,217.3 clients per representative. That equates to $234.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Sherman Portfolios record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD LEE GLENDENING
Board of Directors, CHIEF OPERATING OFFICER
- CRD
- #4468165
- Ownership
- Less than 5%
DANIEL WALTER PINKERTON
Chief Executive Officer, Managing Member, President
- CRD
- #2128422
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Sherman Portfolios has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sherman Portfolios's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.