Sherman, Young & Leavitt, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherman, Young & Leavitt provides discretionary investment supervisory services to individuals, closely held businesses, and trusts, operating on a fee-only basis. The firm generally manages portfolios using mutual funds and exchange-traded funds and does not participate in wrap-fee programs.
Clients’ risk preferences and financial positions are evaluated to determine asset mixes, and the firm applies charting alongside fundamental and technical analysis in portfolio construction, with periodic (at least annual) reviews. Custody and execution are conducted through Charles Schwab, which also provides research and an online platform used by the firm.
The firm maintains a small advisory team while serving several hundred client relationships, resulting in a relatively high client-to-advisor ratio compared with many peers. Founded in 1998, its principals include a CPA and a part-time attorney (whose legal practice focuses on California employment law); advisors may hold some of the mutual funds, stocks and ETFs they recommend, and the firm does not vote client securities.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,000+: 0.5%
Fee-only: Fee only adviser; advisory fees are computed as a percentage of assets under management
Main office
See office12708 Tidewater
Oregon City OR 97045
Advisors at this office
2
Offices (2)
Most active in
Oregon
Also doing business as
Sherman Investment Advisors LLC · Sherman, Young & Associates · Sherman, Young & Leavitt, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Tracy S
Series 65
Oregon City, OR
Sherman, Young & Leavitt, LLC
Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.
Patrick S
Series 65
Oregon City, OR
Sherman, Young & Leavitt, LLC
Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.
Michael S
Oregon City, OR
Sherman, Young & Leavitt, LLC
Michael Sherman is a financial advisor with Sherman, Young & Leavitt, LLC in Oregon City, OR, holding 15 years of industry experience. He previously worked at sHERMAN, yOUNG & aSSOCIATES pc for 38 years and currently operates Michael Sherman LLC, where he provides tax return preparation, financial statement review, and business client advising as a CPA. Sherman, Young & Leavitt, LLC offers investment supervisory services to individuals, closely held businesses, and trusts on a fee-only basis, focusing primarily on mutual funds and exchange-traded funds. The firm manages client portfolios through discretionary authority, tailoring asset mixes based on risk preference and financial position, and employs charting, fundamental, and technical analysis in portfolio construction.
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