The Sherrington Group

The Sherrington Group (CRD# 119864) is a financial advisory firm headquartered in Columbus, OH. They manage $80,784,499 in 322 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $250,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at The Sherrington Group
Showing 1 - 2 of 2 top financial advisors.
1
Richard C. Caw
CRD#: 2705644
1328 Dublin Rd., Suite 410, Columbus, OH 43215
96
Wealthminder
score

Richard Caw (CRD# 2705644) is an Investment Advisor Representative working at The Sherrington Group in Columbus, OH and has over 20 years of experience in the finance industry. Richard Caw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joel F. Oles
CRD#: 4555089
1328 Dublin Rd., Suite 410, Columbus, OH 43215
93
Wealthminder
score

Joel Oles (CRD# 4555089) is an Investment Advisor Representative working at The Sherrington Group in Columbus, OH and has over 7 years of experience in the finance industry.

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