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The Sherry Group, Inc.

● SEC registered since 2025CRD 146271SEC# 801-133990Mountain Home, AR
Export (members)
Reg. AUM
$111.9M
Employees
6
Accounts
473
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 $111.9 million in regulatory assets under management and employs 6 people.

The Sherry Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
H. Raymond Sherry ControlPresident, Secretary TreasurerUnder 5%2007
The Sherry Family Trust, Uta Dated 8/28/01 ControlOwnerOver 75%2007
Thomas Ronald Czanstkowski ControlChief Compliance OfficerUnder 5%2007
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Frequently asked questions

How much does The Sherry Group, Inc. manage?

The Sherry Group, Inc. reports $111.9 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

Address5 E. 6th Street, Mountain Home, AR 72653
Phone870-425-8252
Fax870-425-9223
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.9M
Non-discretionary$0
Total (RAUM)$111.9M