Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SCHERER FINANCIAL ADVISORY SERVICES, LLC

dba SCHERER FINANCIAL ADVISORY SERVICES, LLC · CRD 317435 · Registered Investment Adviser

SCHERER FINANCIAL ADVISORY SERVICES, LLC is a Registered Investment Adviser headquartered in DALLAS, TX. The firm reports $158,346,728 in regulatory assets under management across 178 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$133,087,759
Non-discretionary$25,258,969
Total RAUM$158,346,728
Accounts178

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 317435. adviserinfo.sec.gov/firm/summary/317435.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.