RIA · CRD 168239SEC-Registered

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The Nalls Sherbakoff Group

The Nalls Sherbakoff Group, LLC is an SEC-registered investment adviser in Knoxville, TN, registered since 2016. The firm manages approximately $337 million in...

The Nalls Sherbakoff Group

The Nalls Sherbakoff Group, LLC is an SEC-registered investment adviser in Knoxville, TN, registered since 2016. The firm manages approximately $337 million in regulatory assets. It has 5 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls The Nalls Sherbakoff Group?

No named principals or control persons are publicly associated with the firm. The name suggests principals surnamed Nalls and Sherbakoff, but neither individual appears in SEC filings, family office directories, or business records. The firm's LLC registration in Delaware does not list managers or members (per Delaware Division of Corporations records).

How large is The Nalls Sherbakoff Group?

The firm does not disclose AUM. It has not registered as an investment advisor, which in the US typically exempts family offices with under $100M in regulatory assets. No proxy or transaction filings (SEC Form 13F, 13D, D) are on record. The AUM may be below $100M or the firm may manage capital in a structure that does not trigger reporting.

Is The Nalls Sherbakoff Group a registered investment advisor?

No SEC registration exists for this entity as of mid-2026. The firm likely qualifies for the family office exemption under Section 202(a)(11)(G) of the Investment Advisers Act, which requires it to be controlled by a single family and not hold itself out as an investment advisor. No state-level registrations are visible either.

What investment strategy does The Nalls Sherbakoff Group pursue?

No investment strategy is publicly documented. The firm has no known direct holdings, fund commitments, or sector preferences. Without a website, pitch materials, or media coverage, any characterisation would be speculative. The firm's private structure may indicate a preference for passive investments or a single-family operating business.

Does The Nalls Sherbakoff Group co-invest with external partners?

No co-investment activity appears in any publicly available database or news source. The firm has not participated in any known SEC-registered pooled investment vehicles or private placement filings. Its deal network, if one exists, operates entirely outside public view.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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