SourcingSourcing

TRUE FREEDOM INVESTING, LLC

C23
CRD 322728·SEC 801-126397·COEUR D'ALENE, ID
AUM
$1.56B
$1B+
Est. Revenue
$15.6M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUE FREEDOM INVESTING, LLC
CRD
322728
SEC file #
801-126397
EIN
—
DBA names
Sherman Portfolios

Economics

AUM
$1.56B
AUM band
$1B+
AUM trajectory
'25'26
$581.6M → $1.56B▲ +168%
Client mix
Individuals Other6,440
Individuals High Net Worth212

Operations

Employees (total)
15
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
1 advisors → 3 advisors▲ +200%
Primary office
COEUR D'ALENE ID
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisersPublication of periodicalsMarket timing services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
shermanportfolios.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PINKERTON INVESTMENTS, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PINKERTON INVESTMENTS, INC.
PINKERTON FAMILY HERITAGE LIMITED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHERMANPORTFOLIOS.COM
Rdap Domain Creation Date
2022-05-21T21:08:45Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2538
Soi Zip Pct 200k Plus
0.1011
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,338,352
Fdic Zip Total Deposits
48,224,876,000
Fdic Zip Branch Count
561
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Security Bank of Idaho, National AssociationCoeur D'alene, ID
First Security Bank of Idaho, National AssociationCoeur D'alene, ID
Fdic Zip HHI
2091.17
Fdic Zip Top Bank Share Pct
41.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-21T21:08:45Z
Rdap Domain Last Changed
2026-05-22T08:48:05Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,743
Returns3,190
Stub 2
AGI112,466
Returns3,050
Stub 3
AGI113,923
Returns1,850
Soi Zip Total Business Income
43,808
Soi Zip Total Cap Gains
183,791
Soi Zip Total Dividends
49,312
Soi Zip Total Returns
12,370
Trust Company Affiliate
No

People (4)

4
GLENDENING, RONALD, LEE
IAR · Executive Officer · 2.5%
4468165
PINKERTON, DANIEL, WALTER
IAR · Executive Officer · 2.5%
2128422
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
MATTHEW DOUGLAS WEED
Executive Officer · 2.5%
4803581