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The Sherry Group
The Sherry Group, Inc. is an SEC-registered investment adviser in Mountain Home, AR, since 2025. It manages approximately $130 million in assets.
The Sherry Group
The Sherry Group, Inc. is an SEC-registered investment adviser in Mountain Home, AR, since 2025. It manages approximately $130 million in assets. The firm has 6 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
1964
Location
Region
North America
Country
United States
City
Mountain Home
Corporate office
Parsippany, NJ, United States
Principals
Frank C. Sherry
Founder
Sector focus
Frequently asked questions
What is The Sherry Group's primary business?
The Sherry Group is an independent property-casualty insurance brokerage and surety bond agency serving commercial clients. The firm places coverage across general liability, workers' compensation, commercial auto, and builder's risk, with a particular specialty in contract surety bonds for construction firms and real estate developers.
How does The Sherry Group's surety practice differ from a standard insurance agency?
Surety bonding requires the firm to assess the financial strength, track record, and operational capacity of construction companies — a function that sits closer to credit underwriting than to policy placement. Maintaining surety carrier appointments demands a long track record of accurate risk assessment, which The Sherry Group has built since 1964.
Who founded The Sherry Group and is it still family-run?
Frank C. Sherry founded the firm in 1964. While the current leadership structure is not publicly detailed, the firm is widely understood to remain under family ownership, which is consistent with the multi-generational pattern common among independent regional brokerages.
Which geographic regions does The Sherry Group serve?
The firm primarily serves commercial clients in New Jersey and the broader New York metropolitan area, with a focus on construction, real estate development, and manufacturing businesses in the tri-state region.
Does The Sherry Group manage third-party investment capital or operate a family-office investment program?
No. The Sherry Group is an insurance brokerage and surety agency. It does not manage investment assets or operate as a family office in the allocator sense. It should not be confused with a wealth-management entity or investment adviser.
Profile maintained by Altss 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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