Investment adviser · CRD 322728
SHERMAN PORTFOLIOS
Investment adviser filing (IA)
TRUE FREEDOM INVESTING, LLC
COEUR D'ALENE, ID, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $1.56B Form ADV · Item 5.F
- Client accounts
- 6,652 Accounts, not individual clients
- Employees
- 15 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 |
|---|---|---|---|
| Individuals | 6,440 | $1,139,409,433 | 73.1% |
| High-net-worth individuals | 212 | $418,646,412 | 26.9% |
Filing source
Form ADV 2133999 · Sep 22, 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: Sep 22, 2026. View historical filings
Reported services
Selection of other advisers · Publication of newsletters · Market timing
Compensation
Percentage of assets
Principal office
2000 JOHN LOOPCOEUR D'ALENE, ID, 83814, United States
CRD 322728
Filing source
Form ADV 2133999 · Sep 22, 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.