SHERCLAR, INC

SHERCLAR, INC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 166812). Regulatory assets under management: $182.4M.

Registration

• CRD: 166812
• SEC file number: 801-112778
• Type: Registered investment adviser
• Location: 6836 CARNEGIE BLVD., SUITE 200, CHARLOTTE, NC, 28211
• Phone: 704-837-4317
• Latest filing: 2026-03-17
• Regulatory AUM: $182.4M
• Discretionary AUM: $182.4M
• Clients: 4
• Accounts: 510

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search