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CARL P. SHERR & CO., LLC
CRD 3394File 801-66673
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.4M
Above cohort median (national)
Discretionary AUM
$488.9M
Non-discretionary $16.5M
Clients
292
831 accounts
Employees
5
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 10, 2006
- Principal office
- 446 MAIN STREET, WORCESTER, MA, 01608
- Phone
- 508-791-7126
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.4M
- Discretionary AUM
- $488.9M
- Non-discretionary AUM
- $16.5M
- Discretionary accounts
- 793
- Non-discretionary accounts
- 38
- Total accounts
- 831
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $5.7M |
| High net worth individuals | 187 | $472.9M |
| Individuals (other than high net worth individuals) | 100 | $26.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.