# SHERMAN FINANCIAL & WEALTH MANAGEMENT

SHERMAN FINANCIAL & WEALTH MANAGEMENT of DANIEL ISLAND, SC is an SEC-registered investment adviser.

## Registration

- CRD: 290219
- Type: SEC-registered investment adviser
- Location: 1410 ELFE STREET, DANIEL ISLAND, SC, 29492
- Phone: (843) 268-8020
- Latest filing: 2026-03-31
- Regulatory AUM: $6.8M
- Discretionary AUM: $5.6M
- Non-discretionary AUM: $1.2M
- Clients: 1
- Accounts: 19

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290219/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290219/similar
- Related entities: https://search.stillhousedata.com/firm/290219/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290219

---

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.