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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2003
- Office Locations
- 1
Office Locations
About THE Sherrington Group
The Sherrington Group is a Columbus, OH-based registered investment adviser serving retail clients with financial planning and portfolio construction, including retirement, estate and tax planning and insurance/risk management. The practice emphasizes asset allocation using primarily publicly offered funds and cash-based portfolios. Custody is held with Charles Schwab, and the firm is led by managing partner Joel Frank Oles.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOEL FRANK OLES
DIRECTOR, Managing Partner, President, Secretary, TREASURER
- CRD
- #4555089
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert William Bailey Mr.
--
- CRD
- #8200114
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $90,907,913 | -- |
| Total | $90,907,913 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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