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SHERMAN PORTFOLIOS
Legal name: TRUE FREEDOM INVESTING, LLC
CRD 322728File 801-126397
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.