# SCHERER FINANCIAL ADVISORY SERVICES, LLC

SCHERER FINANCIAL ADVISORY SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 317435
- Type: SEC-registered investment adviser
- SEC file number: 801-122809
- Location: 16250 KNOLL TRAIL DRIVE, SUITE 207, DALLAS, TX, 75248
- Phone: 972-267-9655
- Latest filing: 2026-05-08
- Regulatory AUM: $158.3M
- Discretionary AUM: $133.1M
- Non-discretionary AUM: $25.3M
- Clients: 5
- Accounts: 178

## Business model

- Compensation: % of AUM, Hourly, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Scott Stephen Scherer | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & WEALTH MANAGER | — |
| Ian Michael O'Shea | MEMBER; OWNER; WEALTH MANAGER, MANAGING MEMBER, & CHIEF COMPLIANCE OFFICER | — |
| O'SHEA THOMAS MICHAEL | OWNER | — |
| SCHERER SCOTT STEPHEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317435/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317435/similar
- Related entities: https://search.stillhousedata.com/firm/317435/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317435

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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.