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THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239 · SEC 801-107462
9724 KINGSTON PIKE, SUITE 505, KNOXVILLE, TN, 37922, United States
Phone
865-691-0898
Fax
865-691-0900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.1M
Discretionary AUM
$337.1M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 414 | $114.8M |
| High net worth individuals | 86 | $222.3M |
States served
GA, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD