The Sherry Group, Inc.
● SEC registered since 2025CRD 146271SEC# 801-133990Mountain Home, AR
Reg. AUM
$130.3M
Employees
6
Accounts
469
Location
Mountain Home, AR
The Sherry Group, Inc. assets under management
The Sherry Group, Inc. is a registered investment adviser overseen by the SEC based in Mountain Home, AR. The firm has been registered since 2025. It reports $130.3 million in regulatory assets under management and employs 6 people.
The Sherry Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| H. Raymond Sherry Control | President, Secretary Treasurer | Under 5% | 2007 |
| The Sherry Family Trust, Uta Dated 8/28/01 Control | Owner | Over 75% | 2007 |
| Thomas Ronald Czanstkowski Control | Chief Compliance Officer | Under 5% | 2007 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Sherry Group, Inc. manage?
The Sherry Group, Inc. reports $130.3 million in regulatory assets under management on its Form ADV.
How many employees does The Sherry Group, Inc. have?
The Sherry Group, Inc. reports 6 employees.
Where is The Sherry Group, Inc. located?
The Sherry Group, Inc. is based in Mountain Home, AR and has been SEC-registered since 2025.
Does The Sherry Group, Inc. disclose fund performance?
The Sherry Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 E. 6th Street, Mountain Home, AR 72653 |
| Phone | 870-425-8252 |
| Fax | 870-425-9223 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.3M▲ 16%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$130.3Mregulatory AUM
Discretionary $130.3M