# SHERMAN, YOUNG & LEAVITT, LLC

SHERMAN, YOUNG & LEAVITT, LLC of OREGON CITY, OR is an SEC-registered investment adviser.

## Registration

- CRD: 152955
- Type: SEC-registered investment adviser
- Location: 12708 TIDEWATER, OREGON CITY, OR, 97045
- Phone: 503-307-6850
- Latest filing: 2026-03-26
- Regulatory AUM: $77.1M
- Discretionary AUM: $77.1M
- Clients: 3
- Accounts: 356

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152955/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152955/similar
- Related entities: https://search.stillhousedata.com/firm/152955/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152955

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.