Investment adviser · CRD 317435
SCHERER FINANCIAL ADVISORY SERVICES, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 8, 2026
- Regulatory AUM
- $158M Form ADV · Item 5.F
- Client accounts
- 178 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 59 | $132,663,678 | 83.8% |
| Individuals | 119 | $25,683,050 | 16.2% |
Filing source
Form ADV 2104449 · May 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Commissions
Principal office
16250 KNOLL TRAIL DRIVE, SUITE 207DALLAS, TX, 75248, United States
CRD 317435
Filing source
Form ADV 2104449 · May 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.