| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Michael O'Shea Control | Member | 25-50% | 2024 |
| Scott Stephen Scherer Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Scherer Financial Advisory Services, LLC reports $138.8 million in regulatory assets under management on its Form ADV.
Scherer Financial Advisory Services, LLC reports 6 employees.
Scherer Financial Advisory Services, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Scherer Financial Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $116.3M |
| Non-discretionary | $22.5M |
| Total (RAUM) | $138.8M |