# Scherrer Financial Services

Scherrer Financial Services is a RIA based in Tampa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** scherrerfinancial.com

## Regulatory record

- **CRD number:** 134126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134126

## About

SCHERRER FINANCIAL SERVICES is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- Richard J. Scherrer — Founder & President

## Questions

### What does Scherrer Financial Services invest in?

The office concentrates on direct private credit and real estate lending. Typical transactions include bridge loans, construction financing, and structured debt for middle-market borrowers in Florida and the broader Southeast. It does not operate as a diversified multi-asset allocator.

### Does Scherrer Financial Services make fund commitments or invest alongside other families?

The firm's known posture favors direct origination. There are no public records of LP commitments to outside private equity, venture capital, or real estate funds. The office prefers to underwrite and hold its own positions.

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- [EMW Capital Advisors](https://altss.com/profile/emw-capital-advisors-llc)
- [ROACH INVESTMENT SERVICES](https://altss.com/profile/roach-investment-services)

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Last updated: 2026-07-06T01:24:25.113Z

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