CRD: 168239
THE Nalls Sherbakoff Group, LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
About THE Nalls Sherbakoff Group, LLC
The Nalls Sherbakoff Group is a Knoxville, TN fee-only RIA offering financial planning, portfolio management, and pension consulting for individuals and plan fiduciaries. They focus on veterans and other professionals including doctors, retirees, corporate executives, and business owners. Portfolios are tailored to client objectives and risk tolerance, with meaningful use of ETFs and fixed income. Veteran-owned and education-led, operating under a fiduciary standard.
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Investment Themes
Investment Vehicles
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Owner & Executives
DONALD EUGENE NALLS JR
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #2262062
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Seth Hunter Felker
--
- CRD
- #8189725
THOMAS LEE SHERBAKOFF
Financial Advisor, General Partner
- CRD
- #6101627
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,080,829 | $451,851 |
| Non-Discretionary | $0 | -- |
| Total | $337,080,829 | $451,851 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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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