Sherclar, Inc
● SEC registered since 2018CRD 166812SEC# 801-112778Charlotte, NC
Reg. AUM
$182.4M
Employees
4
Accounts
510
Location
Charlotte, NC
Sherclar, Inc assets under management
Sherclar, Inc is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2018. It reports $182.4 million in regulatory assets under management and employs 4 people.
Sherclar, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl J Sherrard Control | Secretary | 25-50% | 2013 |
| William Eric Clark Control | President And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Sherclar, Inc manage?
Sherclar, Inc reports $182.4 million in regulatory assets under management on its Form ADV.
How many employees does Sherclar, Inc have?
Sherclar, Inc reports 4 employees.
Where is Sherclar, Inc located?
Sherclar, Inc is based in Charlotte, NC and has been SEC-registered since 2018.
Does Sherclar, Inc disclose fund performance?
Sherclar, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6836 Carnegie Blvd., Suite 200, Charlotte, NC 28211 |
| Phone | 704-837-4317 |
| Fax | 980-322-0465 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.4M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$182.4Mregulatory AUM
Discretionary $182.4M