SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD #317435 SEC #801-122809 DALLAS, TX 972-267-9655
SEC Registered
Total AUM
$138.8M
Discretionary
$116.3M
Employees
6
Clients
0
Accounts
163
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138.8M | $116.3M | $22.5M | 6 | 0 |
| Jan 2025 | $127.3M | $107.6M | $19.7M | 5 | 0 |
| Oct 2024 | $127.3M | $107.6M | $19.7M | 5 | 0 |
| Aug 2024 | $127.3M | $107.6M | $19.7M | 5 | 0 |
| Mar 2024 | $127.3M | $107.6M | $19.7M | 5 | 0 |
| Mar 2023 | $107.2M | $88.3M | $18.9M | 2 | 0 |
| Jan 2023 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Oct 2022 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Apr 2022 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Apr 2022 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Apr 2022 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Feb 2022 | $122.4M | $112.3M | $10.1M | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$138.8M
Discretionary$116.3M
Non-Disc.$22.5M
Employees6
Clients0
DateJan 2025
Total AUM$127.3M
Discretionary$107.6M
Non-Disc.$19.7M
Employees5
Clients0
DateOct 2024
Total AUM$127.3M
Discretionary$107.6M
Non-Disc.$19.7M
Employees5
Clients0
DateAug 2024
Total AUM$127.3M
Discretionary$107.6M
Non-Disc.$19.7M
Employees5
Clients0
DateMar 2024
Total AUM$127.3M
Discretionary$107.6M
Non-Disc.$19.7M
Employees5
Clients0
DateMar 2023
Total AUM$107.2M
Discretionary$88.3M
Non-Disc.$18.9M
Employees2
Clients0
DateJan 2023
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateOct 2022
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateApr 2022
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateApr 2022
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateApr 2022
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateFeb 2022
Total AUM$122.4M
Discretionary$112.3M
Non-Disc.$10.1M
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0