NALLS SHERBAKOFF GROUP, LLC

HTTP://YOUNGANDSCRAPPY.COM KNOXVILLE, TN Investment Advisor How do I update this listing?

Nalls Sherbakoff Group is based out of Knoxville. Nalls Sherbakoff Group is a large advisory firm with 840 clients and discretionary assets under management (AUM) of $162,969,578 (Form ADV from 2018-03-21). Their last reported 13F filing for Q4 2018 included $62,434,000 in managed 13F securities and a top 10 holdings concentration of 47.86%. Nalls Sherbakoff Group's largest holding is Schwab U.S. Broad Market ETF with shares held of 117,625. Whalewisdom has at least 2 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.7%
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

THE NALLS SHERBAKOFF GROUP, LLC
9724 KINGSTON PIKE SUITE 704
KNOXVILLE TN    37922
Country: United States

Business Phone: 865-691-0898
Fax: 865-691-0900
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 840
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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THE NALLS SHERBAKOFF GROUP, LLC

ownership team - last updated 2017-12-08
Name Title Start Date Direct/Indirect % Ownership
NALLS, DONALD, EUGENE MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 06/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE NALLS SHERBAKOFF GROUP, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2013-06-01
PATRIOT INVESTMENT MANAGEMENT GROUP INC PRESIDENT& CHIEF COMPLIANCE OFFICER direct 1993-09-01 2011-03-29
PATRIOT INVESTMENT MANAGEMENT GROUP INC PRESIDENT direct 1993-09-01 2012-05-07
SHERBAKOFF, THOMAS, LEE MEMBER 10/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
THE NALLS SHERBAKOFF GROUP, LLC MEMBER direct 2014-10-01

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