The Sherringon Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Sherrington Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm manages roughly $90.9 million in advisory assets through a small advisory team and delivers written financial plans and periodic investment and tax-related reporting to clients.
Investment advice is built around modern portfolio theory with a primarily long-term, buy-and-hold orientation, diversified across asset classes and a maintained recommended list of mutual funds and sub‑advisors. The firm manages client accounts on a non‑discretionary basis—requiring client approval before executing trades—and maintains a limited power of attorney solely to effect trades with that approval.
What distinguishes the firm from many peers is its non‑discretionary model combined with an affiliation with an accounting practice; the principal dedicates approximately half of their time to each business and the two firms may refer clients to one another. The firm also operates an internal investment committee that meets twice monthly and oversees a recommended roster of roughly 40 funds and sub‑advisors spanning about 16 asset classes.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
$200 per hour, billed as a retainer with minimum fee stated in engagement letter.
Minimum fee: Financial Planning Fees: First Year Minimum Annual Fee $2,500 (Lite) to $4,000 (Full); Maximum Annual Fee $5,000 (Lite) to $10,000 (Full). Second Year Minimum $750 (Lite) to $1,500 (Full); Maximum $2,500 (Lite) to $5,000 (Full). Third Year and Thereafter Minimum $500 (Lite) to $1,000 (Full); Maximum $1,500 (Lite) to $3,000 (Full). Hourly fee minimum stated in engagement letter, starting at $200/hour retainer. Fee-only: Financial planning fees based on complexity and tiered minimums/maximums; hourly fees starting at $200/hour with minimums.
Main office
2175 Riverside Drive
Columbus OH 43221
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Brivin, Inc. · The Sherrington Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Joel O
PFS™, Series 65
Columbus, OH
The Sherringon Group
Joel Oles is a financial advisor at The Sherringon Group with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Oles owns and manages Oles & Associates, LLC, an accounting firm, dedicating significant time to its operations. The Sherringon Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, diversified investment approach based on modern portfolio theory and operates a non-discretionary model with an affiliated accounting practice.
Robert B
CFP®
Columbus, OH
The Sherringon Group
Robert Bailey is a CFP® professional with The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 13 years of experience in the industry. The Sherrington Group provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a non-discretionary investment approach built around modern portfolio theory and a long-term, buy-and-hold strategy, with an internal investment committee overseeing a diversified roster of funds and sub-advisors.
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