LP Profile

Nalls Sherbakoff Group

Also known as nalls sherbakoff

Wealth ManagerKnoxville, United StatesFounded 2013
$337M
Assets Under Management
Knoxville
Headquarters
Investment Focus

About Nalls Sherbakoff Group

The Nalls Sherbakoff Group, LLC is a registered investment advisor in Knoxville, Tennessee, founded in late 2012 by Donald Nalls, CFP, and joined in 2014 by T. Lee Sherbakoff, CPA/PFS, CFP. It is veteran owned and reports about $337 million in assets under management. Services include pension consulting for employee benefit plans and their fiduciaries, portfolio management and financial planning. Clients include doctors, retirees, corporate executives and business owners. The team states it has over sixty years of combined investment experience and emphasizes client education and a fiduciary standard.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Nalls Sherbakoff Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$337.1M
Total Clients
746
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Nalls Sherbakoff Group?

Nalls Sherbakoff Group is a wealth manager based in Knoxville, United States, managing approximately $337M in assets.

Where is Nalls Sherbakoff Group headquartered?

Nalls Sherbakoff Group is headquartered in Knoxville, United States.

How much does Nalls Sherbakoff Group manage?

Nalls Sherbakoff Group manages approximately $337M in assets under management.

When was Nalls Sherbakoff Group founded?

Nalls Sherbakoff Group was founded in 2013.

How can I contact Nalls Sherbakoff Group?

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