SM SCHERR FINANCIAL LLC

SM SCHERR FINANCIAL LLC is an SEC-registered investment adviser (CRD 116348). Regulatory assets under management: $108.7M.

Registration

• CRD: 116348
• Type: Registered investment adviser
• Phone: 713-552-1960
• Latest filing: 2026-06-11
• Regulatory AUM: $108.7M
• Non-discretionary AUM: $108.7M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search