Scherer Financial Advisory Services, LLC
● SEC registered since 2021CRD 317435SEC# 801-122809Dallas, TX
Reg. AUM
$158.3M
Employees
5
Accounts
178
Location
Dallas, TX
Scherer Financial Advisory Services, LLC assets under management
Scherer Financial Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2021. It reports $158.3 million in regulatory assets under management and employs 5 people.
Scherer Financial Advisory Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Michael O'Shea Control | Wealth Manager, Managing Member, & Chief Compliance Officer | Over 75% | 2026 |
| Scott Stephen Scherer Control | Managing Member & Wealth Manager | 25-50% | 2018 |
Frequently asked questions
How much does Scherer Financial Advisory Services, LLC manage?
Scherer Financial Advisory Services, LLC reports $158.3 million in regulatory assets under management on its Form ADV.
How many employees does Scherer Financial Advisory Services, LLC have?
Scherer Financial Advisory Services, LLC reports 5 employees.
Where is Scherer Financial Advisory Services, LLC located?
Scherer Financial Advisory Services, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Scherer Financial Advisory Services, LLC disclose fund performance?
Scherer Financial Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16250 Knoll Trail Drive, Suite 207, Dallas, TX 75248 |
| Phone | 972-267-9655 |
| Fax | 972-250-0009 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.3M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$158.3Mregulatory AUM
Discretionary $133.1MNon-discretionary $25.3M