Sherman Portfolios

Public-record details

Address

2000 John Loop, Coeur D'alene, ID 83814

Phone

(800) 634-2008

Listed under

% of assets managed

Legal name

True Freedom Investing, LLC

CRD number

322728

Registration

SEC registered since 2022-08-16

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Model Provider Subscription Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Selection of other advisers

Regulatory assets under management

$1.6 billion

Accounts managed

6,652

Clients reported (Form ADV 5.D)

6,652

Individual / high-net-worth clients

6,440 / 212

Employees

15

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-22

SEC registered investment adviser, CRD 322728, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 322728 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.