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SHERMAN PORTFOLIOS
Legal name: TRUE FREEDOM INVESTING, LLC
CRD 322728File 801-126397
APPROVED
Retail clients
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.56B
Clients
6,652
6,652 accounts
Employees
15
Top 10% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 16, 2022
- Principal office
- 2000 JOHN LOOP, COEUR D'ALENE, ID, 83814
- Phone
- 800-634-2008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.56B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,652
- Non-discretionary accounts
- 0
- Total accounts
- 6,652
- AUM per client
- $234K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 212 | $418.6M |
| Individuals (other than high net worth individuals) | 6,440 | $1.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MODEL PROVIDER SUBSCRIPTION FEES
- A percentage of assets under your management
Advisory activities
- Publications
- Educational seminars
- Selection of other advisers
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 1,533 | 6,652 | increased by5,119 |
| Apr 1, 2026 | AUM | $581,584,938 | $1,558,055,845 | increased by$976,470,907 |
| Apr 1, 2026 | Accounts | 10,387 | 6,652 | decreased by3,735 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 14 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $581,584,938 | increased by$581,584,938 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 10,387 | increased by10,387 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SHERMAN PORTFOLIOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHERMAN PORTFOLIOS” may also match similarly-named firms). Confirm identity against each filing.
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.