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SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD 317435File 801-122809
APPROVED
Retail clients
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$158.3M
Bottom 25% of cohort (national)
Discretionary AUM
$133.1M
Non-discretionary $25.3M
Clients
178
178 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 6, 2021
- Principal office
- 16250 KNOLL TRAIL DRIVE, SUITE 207, DALLAS, TX, 75248
- Phone
- 972-267-9655
- Website
- https://schererfinancial.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.3M
- Discretionary AUM
- $133.1M
- Non-discretionary AUM
- $25.3M
- Discretionary accounts
- 149
- Non-discretionary accounts
- 29
- Total accounts
- 178
- AUM per client
- $890K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $132.7M |
| Individuals (other than high net worth individuals) | 119 | $25.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.