Sherman Asset Management

Sherman Asset Management

Sherman launched the firm in 2014 in Ventura, California, after combining credentials in psychology, business, and financial planning. He structured the practice around a specific thesis: that solopreneurs — particularly realtors — face cash-flow variability and tax complexity that standard advisory models fail to address. Sherman holds both the CFA and CFP designations, positioning the firm as a hybrid of investment management and personal financial planning rather than a pure asset-gathering vehicle. The firm offers three service lines — portfolio management, financial planning, and solopreneur tax reduction — with an emphasis on retirement-plan structures available to self-employed individuals. The investment approach focuses on fee reduction, tax-aware allocation, and direct portfolio construction rather than outsourced model portfolios. The website mentions no institutional or pooled vehicles; the structure appears entirely as separately managed accounts for individual clients across the United States. No named portfolio companies or co-investments are disclosed. Geographic reach extends nationally via remote service, though all operations center on the Ventura office. Team size and aggregate assets under management are not publicly disclosed. No adjacent philanthropic foundations, real-asset arms, or club memberships are referenced in firm materials. The firm's digital footprint is limited to a straightforward website and a guide series for solopreneurs, covering topics such as business continuity and the decision to hire a financial planner. No recent operational announcements or fund launches have been identified through available sources. The structural differentiator is the client concentration. By serving only solopreneurs and pre-retirees — and explicitly not scaling through institutional mandates or multi-advisor teams — Sherman Asset Management operates more like a specialized family-office service for non-wealthy business owners than a traditional RIA. The single-advisor, single-office model creates succession risk but also removes the conflict between gathering assets and delivering bespoke tax and planning advice.