THE NALLS SHERBAKOFF GROUP, LLC
CRD #168239 SEC #801-107462 KNOXVILLE, TN 865-691-0898
SEC Registered
Total AUM
$293.7M
Discretionary
$293.7M
Employees
6
Clients
0
Accounts
835
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $293.7M | $293.7M | $0 | 6 | 0 |
| Apr 2025 | $293.7M | $293.7M | $0 | 6 | 0 |
| Mar 2025 | $293.7M | $293.7M | $0 | 6 | 0 |
| Mar 2024 | $254.5M | $254.5M | $0 | 7 | 0 |
| Nov 2023 | $225.2M | $225.2M | $0 | 7 | 7 |
| Mar 2023 | $225.2M | $225.2M | $0 | 7 | 7 |
| Mar 2022 | $238.5M | $238.5M | $0 | 4 | 5 |
| Apr 2021 | $214.5M | $214.5M | $0 | 4 | 5 |
| Mar 2021 | $214.5M | $214.5M | $0 | 4 | 5 |
| Jun 2020 | $211.6M | $211.6M | $0 | 6 | 79 |
| Jun 2020 | $211.6M | $211.6M | $0 | 6 | 79 |
| Mar 2020 | $211.6M | $211.6M | $0 | 6 | 79 |
| Mar 2019 | $180.4M | $176.6M | $3.8M | 6 | 79 |
| Mar 2018 | $166.9M | $163M | $4M | 5 | 18 |
| Feb 2018 | $180M | $180M | $0 | 5 | 3 |
| Dec 2017 | $180M | $180M | $0 | 5 | 3 |
| Sep 2017 | $180M | $180M | $0 | 5 | 350 |
| Aug 2017 | $148M | $148M | $0 | 4 | 350 |
| Jul 2017 | $148M | $148M | $0 | 4 | 350 |
| Feb 2017 | $148M | $148M | $0 | 4 | 350 |
| Oct 2016 | $125.7M | $125.7M | $0 | 4 | 350 |
| Mar 2016 | $125.7M | $125.7M | $0 | 4 | 350 |
DateMay 2025
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees7
Clients7
DateMar 2023
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees7
Clients7
DateMar 2022
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients5
DateApr 2021
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees4
Clients5
DateJun 2020
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients79
DateJun 2020
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients79
DateMar 2020
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients79
DateMar 2019
Total AUM$180.4M
Discretionary$176.6M
Non-Disc.$3.8M
Employees6
Clients79
DateMar 2018
Total AUM$166.9M
Discretionary$163M
Non-Disc.$4M
Employees5
Clients18
DateFeb 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients3
DateDec 2017
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients3
DateSep 2017
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients350
DateAug 2017
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients350
DateJul 2017
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients350
DateFeb 2017
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees4
Clients350
DateOct 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees4
Clients350
DateMar 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees4
Clients350